Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$64,746
+$9,734 QoQ
Shares Held
918
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#757
of 947 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $1,483,642 across 20 Insurance - Property & Casualty names. WRB ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,218 | $415,021 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,295 | $282,892 | |
| 3 | TRV |
Travelers Companies, Inc.
|
773 | $255,182 | |
| 4 | ALL |
Allstate Corp
|
849 | $202,011 | |
| 5 | WRB |
Berkley W R Corp
This page
|
918 | $64,746 | |
| 6 | CINF |
Cincinnati Financial Corp
|
317 | $58,689 | |
| 7 | L |
Loews Corp
|
511 | $57,850 | |
| 8 | MKL |
Markel Group Inc.
|
26 | $50,778 |
All Filings in WRB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,746 | 918 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $55,012 | 830 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $31,694 | 452 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $35,168 | 459 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $35,045 | 477 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $37,643 | 529 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $28,089 | 480 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $22,067 | 389 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $20,902 | 266 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $22,994 | 260 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $18,387 | 260 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $20,190 | 339 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $20,047 | 322 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $23,730 | 327 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $20,794 | 322 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $21,979 | 322 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $21,441 | 322 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,298 | 125 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $9,303 | 125 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $10,925 | 145 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||