Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,148
+$3,491 QoQ
Shares Held
73
+192.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#870
of 947 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $245,353 across 24 Insurance - Property & Casualty names. WRB ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
567 | $123,861 | |
| 2 | ALL |
Allstate Corp
|
111 | $26,411 | |
| 3 | TRV |
Travelers Companies, Inc.
|
62 | $20,467 | |
| 4 | L |
Loews Corp
|
176 | $19,924 | |
| 5 | CB |
Chubb Ltd
|
37 | $12,607 | |
| 6 | MKL |
Markel Group Inc.
|
3 | $5,859 | |
| 7 | WRB |
Berkley W R Corp
This page
|
73 | $5,148 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26 | $4,813 |
All Filings in WRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,148 | 73 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,657 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,051 | 15 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $996 | 13 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,175 | 16 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||