Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,551,865
-$489,259 QoQ
Shares Held
64,538
-15.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#207
of 947 holders
Holding Since
Mar 2021
22 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, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. WRB ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
This page
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
|
3,235 | $769,735 |
All Filings in WRB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,551,865 | 64,538 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,041,124 | 76,058 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,321,458 | 90,152 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,184,810 | 93,772 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,008,229 | 95,389 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,893,553 | 96,874 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,616,047 | 95,968 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,239,185 | 92,353 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,543,262 | 57,817 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,059,563 | 57,209 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,606,934 | 51,003 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,120,472 | 49,149 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,677,343 | 44,952 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,713,230 | 43,579 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,180,685 | 57,609 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,584,962 | 55,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,254,307 | 62,325 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,185,082 | 32,814 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,570,271 | 19,059 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,330,849 | 18,186 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,206,287 | 16,207 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,180,810 | 15,671 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||