Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352,438
-$16,741 QoQ
Shares Held
4,997
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#596
of 947 holders
Holding Since
Dec 2025
3 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, 2026Sun Financial Inc holds $599,599 across 2 Insurance - Property & Casualty names. WRB ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
4,997 | $352,438 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,335 | $247,161 |
All Filings in WRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,438 | 4,997 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,179 | 5,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $411,884 | 5,874 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||