Position in WRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$617,842
+$277,892 QoQ
Shares Held
8,760
+70.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#498
of 947 holders
Holding Since
Dec 2024
7 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, 2026Fifth Third Wealth Advisors LLC holds $10,982,911 across 13 Insurance - Property & Casualty names. WRB ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
10,837 | $3,692,599 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,468 | $1,631,384 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,220 | $1,393,106 | |
| 4 | ALL |
Allstate Corp
|
5,822 | $1,385,286 | |
| 5 | WRB |
Berkley W R Corp
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|
8,760 | $617,842 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
1,662 | $355,867 | |
| 7 | L |
Loews Corp
|
2,925 | $331,139 | |
| 8 | RLI |
Rli Corp
|
4,865 | $287,375 |
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,842 | 8,760 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $339,950 | 5,129 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $407,256 | 5,808 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $473,434 | 6,179 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $467,048 | 6,357 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $478,195 | 6,720 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $290,610 | 4,966 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||