Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,050,518
+$123,891 QoQ
Shares Held
29,073
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#308
of 947 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Applied Capital LLC/FL holds $14,639,444 across 7 Insurance - Property & Casualty names. WRB ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
15,072 | $4,975,568 | |
| 2 | ORI |
Old Republic International Corp
|
58,710 | $2,402,413 | |
| 3 | CINF |
Cincinnati Financial Corp
|
11,520 | $2,132,812 | |
| 4 | WRB |
Berkley W R Corp
This page
|
29,073 | $2,050,518 | |
| 5 | CB |
Chubb Ltd
|
4,609 | $1,570,470 | |
| 6 | AFG |
American Financial Group Inc
|
8,264 | $1,156,464 | |
| 7 | ALL |
Allstate Corp
|
1,476 | $351,199 |
All Filings in WRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,050,518 | 29,073 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,926,627 | 29,068 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,080,811 | 29,675 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,252,398 | 29,397 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,159,797 | 29,397 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,091,036 | 29,385 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,720,488 | 29,400 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,674,215 | 29,512 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,564,293 | 19,907 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,724,314 | 19,497 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,354,288 | 19,150 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,259,134 | 19,832 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,198,407 | 20,121 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,244,702 | 19,992 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,458,366 | 20,096 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||