Position in WRB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,123
+$429 QoQ
Shares Held
101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#859
of 947 holders
Holding Since
Dec 2020
20 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, 2026WOLFF WIESE MAGANA LLC holds $102,388 across 8 Insurance - Property & Casualty names. WRB ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
178 | $58,761 | |
| 2 | CB |
Chubb Ltd
|
56 | $19,081 | |
| 3 | WRB |
Berkley W R Corp
This page
|
101 | $7,123 | |
| 4 | PGR |
Progressive Corp/Oh/
|
30 | $6,553 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
19 | $6,266 | |
| 6 | L |
Loews Corp
|
25 | $2,830 | |
| 7 | ALL |
Allstate Corp
|
5 | $1,189 | |
| 8 | LMND |
Lemonade, Inc.
|
9 | $585 |
All Filings in WRB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,123 | 101 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,694 | 101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,082 | 101 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,738 | 101 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,420 | 101 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,187 | 101 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $409 | 7 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $397 | 7 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $392 | 5 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,068 | 46 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $353 | 5 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $317 | 5 | Shares | Sole | 2023-10-31 | |
| 2022-09-30 | $28,544 | 442 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $29,761 | 436 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $29,832 | 448 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $24,717 | 300 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $21,148 | 289 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $9,229 | 124 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $4,294 | 57 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $3,785 | 57 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||