Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$244,315
-$111,193 QoQ
Shares Held
3,464
-31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#672
of 947 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. WRB ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
16,822 | $4,002,626 | |
| 2 | MKL |
Markel Group Inc.
|
849 | $1,658,105 | |
| 3 | CB |
Chubb Ltd
|
4,528 | $1,542,870 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,533 | $654,099 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,586 | $523,570 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,300 | $502,435 | |
| 7 | WRB |
Berkley W R Corp
This page
|
3,464 | $244,315 |
All Filings in WRB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,315 | 3,464 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $355,508 | 5,070 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $446,311 | 5,825 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $459,628 | 6,256 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $454,356 | 6,385 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $360,307 | 6,157 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $352,633 | 6,216 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $332,550 | 4,232 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $970,540 | 10,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $712,858 | 10,080 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $280,753 | 4,422 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,202 | 3,949 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $476,227 | 7,649 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $984,557 | 13,567 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $919,489 | 14,238 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $926,220 | 13,569 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,077,425 | 16,180 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $433,289 | 5,259 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||