Position in WRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,109,020
+$1,425,975 QoQ
Shares Held
129,151
+11.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 947 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 76%
Shared 3%
None 21%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $531,578,481 across 28 Insurance - Property & Casualty names. WRB ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
670,755 | $228,553,058 | |
| 2 | PGR |
Progressive Corp/Oh/
|
484,554 | $105,850,821 | |
| 3 | ALL |
Allstate Corp
|
252,378 | $60,050,821 | |
| 4 | TRV |
Travelers Companies, Inc.
|
154,685 | $51,064,612 | |
| 5 | CINF |
Cincinnati Financial Corp
|
66,342 | $12,282,557 | |
| 6 | WRB |
Berkley W R Corp
This page
|
129,151 | $9,109,020 | |
| 7 | L |
Loews Corp
|
78,999 | $8,943,476 | |
| 8 | AIZ |
Assurant, Inc.
|
33,284 | $8,937,752 |
All Filings in WRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,109,020 | 129,151 | Shares | Sole | 2026-08-17 | |
| 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 | $28,927,280 | 368,125 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $33,401,665 | 377,676 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,363,921 | 386,933 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,027,777 | 110,691 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,137,544 | 103,048 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,478,137 | 87,988 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,157,636 | 15,952 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||