Position in WRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,159
+$1,275 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#817
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, 2026Private Wealth Management Group, LLC holds $316,241 across 25 Insurance - Property & Casualty names. WRB ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
205 | $67,674 | |
| 2 | ALL |
Allstate Corp
|
215 | $51,157 | |
| 3 | MKL |
Markel Group Inc.
|
19 | $37,107 | |
| 4 | CINF |
Cincinnati Financial Corp
|
128 | $23,697 | |
| 5 | PGR |
Progressive Corp/Oh/
|
103 | $22,500 | |
| 6 | WRB |
Berkley W R Corp
This page
|
300 | $21,159 | |
| 7 | L |
Loews Corp
|
142 | $16,075 | |
| 8 | CB |
Chubb Ltd
|
37 | $12,607 |
All Filings in WRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,159 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,884 | 300 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,036 | 300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,986 | 300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,041 | 300 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $21,348 | 300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,556 | 300 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,019 | 300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,716 | 200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,688 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,144 | 200 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||