Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$321,757
+$117,489 QoQ
Shares Held
4,562
+71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#616
of 947 holders
Holding Since
Sep 2025
2 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $3,533,318 across 6 Insurance - Property & Casualty names. WRB ranks #6 (9.1% of the industry book) .
All Filings in WRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,757 | 4,562 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $204,268 | 2,666 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||