Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$551,191
+$37,588 QoQ
Shares Held
7,815
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#520
of 947 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $1,415,503 across 4 Insurance - Property & Casualty names. WRB ranks #1 (38.9% of the industry book) .
All Filings in WRB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,191 | 7,815 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $513,603 | 7,749 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $543,710 | 7,754 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $593,881 | 7,751 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $599,368 | 8,158 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $580,879 | 8,163 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $434,803 | 7,430 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $383,778 | 6,765 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $354,396 | 4,510 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $398,864 | 4,510 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $326,443 | 4,616 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $329,830 | 5,195 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $296,192 | 4,973 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $287,143 | 4,612 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $334,692 | 4,612 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||