Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$940,235
+$56,657 QoQ
Shares Held
13,331
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#431
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, 2026Compass Wealth Management LLC holds $11,337,943 across 3 Insurance - Property & Casualty names. WRB ranks #3 (8.3% 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 | $940,235 | 13,331 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $883,578 | 13,331 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $934,769 | 13,331 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,021,421 | 13,331 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $979,428 | 13,331 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $948,633 | 13,331 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $780,130 | 13,331 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $756,267 | 13,331 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $698,498 | 8,889 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $786,143 | 8,889 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $628,630 | 8,889 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $564,363 | 8,889 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $529,429 | 8,889 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $553,429 | 8,889 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $645,074 | 8,889 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||