Position in WRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,667
+$221 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 947 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $565,925 across 8 Insurance - Property & Casualty names. WRB ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,049 | $357,436 | |
| 2 | PGR |
Progressive Corp/Oh/
|
389 | $84,977 | |
| 3 | TRV |
Travelers Companies, Inc.
|
153 | $50,508 | |
| 4 | L |
Loews Corp
|
295 | $33,396 | |
| 5 | ALL |
Allstate Corp
|
72 | $17,131 | |
| 6 | CINF |
Cincinnati Financial Corp
|
90 | $16,662 | |
| 7 | WRB |
Berkley W R Corp
This page
|
52 | $3,667 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
17 | $2,148 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,667 | 52 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,446 | 52 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,716 | 53 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,137 | 54 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||