Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$732,454
+$40,690 QoQ
Shares Held
10,385
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#470
of 947 holders
Holding Since
Dec 2025
3 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, 2026Aprio Wealth Management, LLC holds $4,392,641 across 7 Insurance - Property & Casualty names. WRB ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,591 | $1,330,322 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,473 | $816,386 | |
| 3 | WRB |
Berkley W R Corp
This page
|
10,385 | $732,454 | |
| 4 | CB |
Chubb Ltd
|
1,772 | $603,791 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,831 | $399,981 | |
| 6 | MKL |
Markel Group Inc.
|
135 | $263,656 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,329 | $246,051 |
All Filings in WRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,454 | 10,385 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $691,764 | 10,437 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $745,726 | 10,635 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||