Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,876,662
+$379,464 QoQ
Shares Held
26,608
+17.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#317
of 952 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $21,980,083 across 9 Insurance - Property & Casualty names. WRB ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
22,433 | $4,900,488 | |
| 2 | CB |
Chubb Ltd
|
13,165 | $4,485,842 | |
| 3 | TRV |
Travelers Companies, Inc.
|
12,256 | $4,045,950 | |
| 4 | RLI |
Rli Corp
|
53,993 | $3,189,366 | |
| 5 | KINS |
Kingstone Companies, Inc.
|
103,194 | $1,963,781 | |
| 6 | WRB |
Berkley W R Corp
This page
|
26,608 | $1,876,662 | |
| 7 | BOW |
Bowhead Specialty Holdings Inc.
|
34,282 | $1,026,060 | |
| 8 | KMPR |
KEMPER Corp
|
10,302 | $277,741 |
All Filings in WRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,876,662 | 26,608 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,497,198 | 22,589 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,625,241 | 23,178 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,801,795 | 23,516 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,815,296 | 24,708 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,653,544 | 23,237 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,350,349 | 23,075 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,268,936 | 22,368 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,150,411 | 14,640 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,664,440 | 18,820 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,219,496 | 17,244 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,085,425 | 17,096 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,018,119 | 17,094 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,015,897 | 16,317 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,340,164 | 32,247 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||