Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,471
+$812 QoQ
Shares Held
191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#831
of 947 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $11,792,470 across 15 Insurance - Property & Casualty names. WRB ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,961 | $3,049,780 | |
| 2 | CB |
Chubb Ltd
|
8,439 | $2,875,504 | |
| 3 | ALL |
Allstate Corp
|
12,046 | $2,866,224 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,607 | $2,841,342 | |
| 5 | L |
Loews Corp
|
826 | $93,511 | |
| 6 | CINF |
Cincinnati Financial Corp
|
99 | $18,328 | |
| 7 | WRB |
Berkley W R Corp
This page
|
191 | $13,471 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
40 | $13,192 |
All Filings in WRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,471 | 191 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,659 | 191 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,673 | 195 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $235,682 | 3,076 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $147,012 | 2,001 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $359,144 | 5,047 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $287,625 | 4,915 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,316 | 411 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,067 | 319 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,477 | 322 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $22,347 | 316 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,062 | 316 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $39,428 | 662 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $41,216 | 662 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,402 | 102 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,139 | 157 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,867 | 335 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,838 | 373 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $91,535 | 1,111 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $22,319 | 305 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,708 | 117 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $80,624 | 1,070 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||