Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$423,673
+$25,530 QoQ
Shares Held
6,007
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#567
of 947 holders
Holding Since
Jun 2025
5 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, 2026Visionary Wealth Advisors holds $2,441,396 across 4 Insurance - Property & Casualty names. WRB ranks #2 (17.4% of the industry book) .
All Filings in WRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,673 | 6,007 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $398,143 | 6,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $421,210 | 6,007 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $454,892 | 5,937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $436,191 | 5,937 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||