Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,098
+$346 QoQ
Shares Held
129
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#846
of 947 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $1,517,954 across 9 Insurance - Property & Casualty names. WRB ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,667 | $1,210,550 | |
| 2 | ALL |
Allstate Corp
|
831 | $197,728 | |
| 3 | PGR |
Progressive Corp/Oh/
|
163 | $35,607 | |
| 4 | CB |
Chubb Ltd
|
102 | $34,755 | |
| 5 | AIZ |
Assurant, Inc.
|
48 | $12,889 | |
| 6 | CINF |
Cincinnati Financial Corp
|
54 | $9,997 | |
| 7 | WRB |
Berkley W R Corp
This page
|
129 | $9,098 | |
| 8 | MKL |
Markel Group Inc.
|
3 | $5,859 |
All Filings in WRB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,098 | 129 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $8,752 | 123 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,197 | 123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,977 | 123 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,443 | 82 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $108,604 | 1,228 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $77,084 | 1,090 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $69,204 | 1,090 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $64,920 | 1,090 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $67,863 | 1,090 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $89,769 | 1,237 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $79,885 | 1,237 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $84,437 | 1,237 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $82,371 | 1,237 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $67,971 | 825 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $60,373 | 825 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $61,404 | 825 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $62,163 | 825 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $54,796 | 825 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $50,448 | 825 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $47,264 | 825 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $43,040 | 825 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||