Position in WRB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$438,767
+$26,506 QoQ
Shares Held
6,221
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#561
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, 2026Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. WRB ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,044 | $696,472 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,918 | $633,170 | |
| 3 | ALL |
Allstate Corp
|
2,141 | $509,429 | |
| 4 | WRB |
Berkley W R Corp
This page
|
6,221 | $438,767 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,716 | $374,860 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
3,722 | $361,071 | |
| 7 | MCY |
Mercury General Corp
|
2,156 | $229,872 | |
| 8 | MKL |
Markel Group Inc.
|
105 | $205,066 |
All Filings in WRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,767 | 6,221 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $412,261 | 6,220 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $436,146 | 6,220 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $490,674 | 6,404 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $484,093 | 6,589 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $512,280 | 7,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $431,819 | 7,379 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $418,610 | 7,379 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $391,721 | 4,985 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $419,205 | 4,740 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $337,051 | 4,766 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $294,530 | 4,639 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $274,274 | 4,605 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $262,052 | 4,209 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $296,593 | 4,087 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||