Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,078
+$1,499 QoQ
Shares Held
72
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#871
of 947 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bay Harbor Wealth Management, LLC holds $213,537 across 18 Insurance - Property & Casualty names. WRB ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
561 | $133,484 | |
| 2 | TRV |
Travelers Companies, Inc.
|
52 | $17,166 | |
| 3 | CB |
Chubb Ltd
|
49 | $16,696 | |
| 4 | PGR |
Progressive Corp/Oh/
|
55 | $12,014 | |
| 5 | CINF |
Cincinnati Financial Corp
|
29 | $5,369 | |
| 6 | L |
Loews Corp
|
45 | $5,094 | |
| 7 | WRB |
Berkley W R Corp
This page
|
72 | $5,078 | |
| 8 | AIZ |
Assurant, Inc.
|
16 | $4,296 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,078 | 72 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $3,579 | 54 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $2,804 | 40 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,992 | 26 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,542 | 21 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $782 | 11 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||