Position in WRB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$295,168
+$70,508 QoQ
Shares Held
4,185
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#636
of 950 holders
Holding Since
Dec 2021
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, 2026Confluence Wealth Services, Inc. holds $12,779,511 across 6 Insurance - Property & Casualty names. WRB ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
21,741 | $7,408,028 | |
| 2 | ALL |
Allstate Corp
|
9,848 | $2,343,233 | |
| 3 | AFG |
American Financial Group Inc
|
11,880 | $1,662,487 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,758 | $602,485 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,418 | $468,110 | |
| 6 | WRB |
Berkley W R Corp
This page
|
4,185 | $295,168 |
All Filings in WRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,168 | 4,185 | Shares | Sole | 2026-07-22 | |
| 2024-06-30 | $224,660 | 2,859 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $1,812 | 22 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||