Position in WRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,508,566
+$1,196,520 QoQ
Shares Held
21,389
+354.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#354
of 947 holders
Holding Since
Dec 2023
10 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, 2026Impact Partnership Wealth, LLC holds $16,761,702 across 12 Insurance - Property & Casualty names. WRB ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,975 | $2,834,388 | |
| 2 | CB |
Chubb Ltd
|
6,456 | $2,199,816 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,611 | $2,182,423 | |
| 4 | ALL |
Allstate Corp
|
8,607 | $2,047,949 | |
| 5 | CINF |
Cincinnati Financial Corp
|
8,662 | $1,603,682 | |
| 6 | WRB |
Berkley W R Corp
This page
|
21,389 | $1,508,566 | |
| 7 | ORI |
Old Republic International Corp
|
28,489 | $1,165,769 | |
| 8 | AIZ |
Assurant, Inc.
|
3,257 | $874,602 |
All Filings in WRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,566 | 21,389 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $312,046 | 4,708 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,061,055 | 15,132 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $853,087 | 11,134 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $624,641 | 8,502 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,188,798 | 16,706 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $451,540 | 7,716 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $599,749 | 10,572 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $221,542 | 2,505 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $172,274 | 2,436 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||