Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,683,045
-$1,876,765 QoQ
Shares Held
115,918
-15.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 94.19441904237657.ToString("F0")%
Shared 0.010654071186952314.ToString("F0")%
None 5.794926886436479.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. WRB ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
685,467 | $223,414,258 | |
| 2 | PGR |
Progressive Corp/Oh/
|
759,659 | $150,594,799 | |
| 3 | ALL |
Allstate Corp
|
256,854 | $53,256,107 | |
| 4 | ORI |
Old Republic International Corp
|
287,013 | $11,451,818 | |
| 5 | CINF |
Cincinnati Financial Corp
|
67,592 | $10,635,601 | |
| 6 | L |
Loews Corp
|
73,291 | $7,823,081 | |
| 7 | WRB |
Berkley W R Corp
This page
|
115,918 | $7,683,045 | |
| 8 | AIZ |
Assurant, Inc.
|
32,843 | $7,153,533 |
All Filings in WRB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,683,045 | 115,918 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,559,810 | 136,335 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $38,365,623 | 500,726 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,529,719 | 156,931 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $12,309,895 | 172,989 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,998,237 | 205,028 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $12,870,902 | 226,880 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $19,284,853 | 368,125 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $22,267,776 | 377,676 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,242,614 | 386,933 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,685,184 | 110,691 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,091,696 | 103,048 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,652,091 | 87,988 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $771,757 | 15,952 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||