Position in WRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$478,122
-$86,915 QoQ
Shares Held
6,779
-20.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#546
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $10,043,655 across 7 Insurance - Property & Casualty names. WRB ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
26,770 | $5,847,906 | |
| 2 | MKL |
Markel Group Inc.
|
533 | $1,040,954 | |
| 3 | CB |
Chubb Ltd
|
2,842 | $968,383 | |
| 4 | AFG |
American Financial Group Inc
|
6,036 | $844,677 | |
| 5 | ALL |
Allstate Corp
|
2,213 | $526,561 | |
| 6 | WRB |
Berkley W R Corp
This page
|
6,779 | $478,122 | |
| 7 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,052 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,122 | 6,779 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $565,037 | 8,525 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,337,749 | 19,078 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,459,074 | 19,043 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,420,468 | 19,334 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,307,636 | 18,376 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,070,447 | 18,292 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,031,408 | 18,181 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $971,327 | 12,361 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,074,103 | 12,145 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $852,459 | 12,054 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $875,972 | 13,797 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $817,640 | 13,728 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $693,576 | 11,140 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $819,242 | 11,289 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $749,514 | 11,606 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $783,352 | 11,476 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $710,847 | 10,675 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $546,740 | 6,636 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $443,323 | 6,058 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $375,201 | 5,041 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $378,181 | 5,019 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $327,384 | 4,929 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $290,095 | 4,744 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $314,464 | 5,489 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $443,341 | 8,498 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||