Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$700,151
+$42,190 QoQ
Shares Held
9,927
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 443 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. WRB ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
This page
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,151 | 9,927 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $657,961 | 9,927 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $715,153 | 10,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $762,369 | 9,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $738,373 | 10,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $768,528 | 10,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $711,018 | 12,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $690,857 | 12,178 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $671,859 | 8,550 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $768,278 | 8,687 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $614,345 | 8,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $551,538 | 8,687 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $556,112 | 9,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $606,226 | 9,737 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $707,557 | 9,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $628,814 | 9,737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $709,017 | 10,387 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $691,669 | 10,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $574,670 | 6,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $526,895 | 7,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $535,896 | 7,200 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $546,287 | 7,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $506,452 | 7,625 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $466,269 | 7,625 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $436,835 | 7,625 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $421,690 | 8,083 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||