Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$363,810
-$636,241 QoQ
Shares Held
5,489
-61.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026SummitTX Capital, L.P. holds $4,803,669 across 7 Insurance - Property & Casualty names. WRB ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THG |
Hanover Insurance Group, Inc.
|
9,396 | $1,628,796 | |
| 2 | CNA |
Cna Financial Corp
|
26,218 | $1,203,930 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,960 | $571,692 | |
| 4 | KMPR |
KEMPER Corp
|
13,874 | $423,989 | |
| 5 | WRB |
Berkley W R Corp
This page
|
5,489 | $363,810 | |
| 6 | ORI |
Old Republic International Corp
|
8,347 | $333,045 | |
| 7 | AFG |
American Financial Group Inc
|
2,180 | $278,407 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,810 | 5,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,051 | 14,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $649,660 | 8,479 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $371,023 | 5,050 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||