Position in WRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,256
+$1,329 QoQ
Shares Held
32
+128.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#897
of 947 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $47,056 across 18 Insurance - Property & Casualty names. WRB ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
27 | $9,199 | |
| 2 | TRV |
Travelers Companies, Inc.
|
23 | $7,592 | |
| 3 | ALL |
Allstate Corp
|
21 | $4,996 | |
| 4 | PGR |
Progressive Corp/Oh/
|
18 | $3,932 | |
| 5 | CINF |
Cincinnati Financial Corp
|
17 | $3,147 | |
| 6 | L |
Loews Corp
|
26 | $2,943 | |
| 7 | AIZ |
Assurant, Inc.
|
10 | $2,685 | |
| 8 | WRB |
Berkley W R Corp
This page
|
32 | $2,256 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,256 | 32 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $927 | 14 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $911 | 13 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $996 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $808 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $498 | 7 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||