Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$316,397
+$12,106 QoQ
Shares Held
4,486
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#620
of 947 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $6,149,068 across 8 Insurance - Property & Casualty names. WRB ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
6,118 | $2,084,647 | |
| 2 | TRV |
Travelers Companies, Inc.
|
3,065 | $1,011,817 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,158 | $908,315 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
37,313 | $722,752 | |
| 5 | ALL |
Allstate Corp
|
2,101 | $499,911 | |
| 6 | MKL |
Markel Group Inc.
|
164 | $320,293 | |
| 7 | WRB |
Berkley W R Corp
This page
|
4,486 | $316,397 | |
| 8 | DGICA |
Donegal Group Inc
|
15,108 | $284,936 |
All Filings in WRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,397 | 4,486 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,291 | 4,591 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $336,576 | 4,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $407,695 | 5,321 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $362,207 | 4,930 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $322,852 | 4,537 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $269,074 | 4,598 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $279,735 | 4,931 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $322,728 | 4,107 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $212,432 | 2,402 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||