Position in WRB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,949
+$238 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#884
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, 2026DiNuzzo Private Wealth, Inc. holds $74,543 across 17 Insurance - Property & Casualty names. WRB ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135 | $29,490 | |
| 2 | TRV |
Travelers Companies, Inc.
|
39 | $12,874 | |
| 3 | ALL |
Allstate Corp
|
31 | $7,376 | |
| 4 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 5 | WRB |
Berkley W R Corp
This page
|
56 | $3,949 | |
| 6 | AIZ |
Assurant, Inc.
|
13 | $3,490 | |
| 7 | ORI |
Old Republic International Corp
|
68 | $2,782 | |
| 8 | AFG |
American Financial Group Inc
|
19 | $2,658 |
All Filings in WRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,949 | 56 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,711 | 56 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,926 | 56 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,290 | 56 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,187 | 57 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,198 | 59 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,218 | 55 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,120 | 55 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,907 | 37 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,830 | 32 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,333 | 33 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||