Position in WRB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$29,693
+$1,790 QoQ
Shares Held
421
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#795
of 947 holders
Holding Since
Dec 2023
11 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, 2026CGC Financial Services, LLC holds $198,714 across 2 Insurance - Property & Casualty names. WRB ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
512 | $169,021 | |
| 2 | WRB |
Berkley W R Corp
This page
|
421 | $29,693 |
All Filings in WRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,693 | 421 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $27,903 | 421 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $29,520 | 421 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,257 | 421 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $30,930 | 421 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $29,958 | 421 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $24,636 | 421 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,883 | 421 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $22,080 | 281 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $24,851 | 281 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $79,560 | 1,125 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||