Position in WRB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$226,330
+$21,857 QoQ
Shares Held
3,209
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#691
of 950 holders
Holding Since
Jun 2022
8 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, 2026Kingsview Wealth Management, LLC holds $9,826,053 across 7 Insurance - Property & Casualty names. WRB ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
13,826 | $4,564,239 | |
| 2 | ALL |
Allstate Corp
|
8,651 | $2,058,418 | |
| 3 | CB |
Chubb Ltd
|
5,183 | $1,766,055 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,681 | $496,360 | |
| 5 | RLI |
Rli Corp
|
6,259 | $369,719 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,579 | $344,932 | |
| 7 | WRB |
Berkley W R Corp
This page
|
3,209 | $226,330 |
All Filings in WRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,330 | 3,209 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $204,473 | 3,085 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $213,024 | 3,038 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,070 | 3,068 | Shares | Sole | 2025-11-12 | |
| 2023-03-31 | $271,640 | 4,363 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,840 | 4,366 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $840,830 | 13,020 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,385,679 | 20,300 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||