Position in WRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$340,377
+$50,601 QoQ
Shares Held
4,826
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 947 holders
Holding Since
Jun 2024
9 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $53,713,971 across 8 Insurance - Property & Casualty names. WRB ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
170,340 | $37,210,773 | |
| 2 | CB |
Chubb Ltd
|
27,074 | $9,225,194 | |
| 3 | CINF |
Cincinnati Financial Corp
|
21,382 | $3,958,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,702 | $1,222,104 | |
| 5 | AFG |
American Financial Group Inc
|
4,428 | $619,654 | |
| 6 | L |
Loews Corp
|
5,251 | $594,465 | |
| 7 | ALL |
Allstate Corp
|
2,281 | $542,741 | |
| 8 | WRB |
Berkley W R Corp
This page
|
4,826 | $340,377 |
All Filings in WRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,377 | 4,826 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $289,776 | 4,372 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $349,478 | 4,984 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $416,736 | 5,439 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $312,027 | 4,247 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $270,336 | 3,799 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $242,565 | 4,145 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $262,489 | 4,627 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $270,551 | 3,443 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||