Position in WRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,390,075
+$511,137 QoQ
Shares Held
19,709
+48.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#367
of 947 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. WRB ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
72,571 | $24,727,842 | |
| 2 | ALL |
Allstate Corp
|
21,821 | $5,192,087 | |
| 3 | TRV |
Travelers Companies, Inc.
|
7,889 | $2,604,315 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,740 | $2,127,702 | |
| 5 | PRCH |
Porch Group, Inc.
|
116,674 | $1,754,776 | |
| 6 | WRB |
Berkley W R Corp
This page
|
19,709 | $1,390,075 | |
| 7 | MKL |
Markel Group Inc.
|
571 | $1,115,167 | |
| 8 | CINF |
Cincinnati Financial Corp
|
3,118 | $577,265 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,075 | 19,709 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $878,938 | 13,261 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,034,550 | 14,754 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,400 | 2,994 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $264,198 | 3,596 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $234,543 | 3,296 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||