Position in WRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,189,296
+$55,843 QoQ
Shares Held
45,219
-4.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#256
of 947 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. WRB ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,189,296 | 45,219 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,133,453 | 47,276 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,314,993 | 47,276 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,622,287 | 47,276 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,171,038 | 43,161 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,071,336 | 43,161 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,525,781 | 43,161 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,448,523 | 43,161 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,261,062 | 28,774 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,544,772 | 28,774 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $2,034,898 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,826,862 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,713,780 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,791,470 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,088,129 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,858,223 | 28,774 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,964,114 | 28,774 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,916,059 | 28,774 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,484,915 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,318,921 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,341,451 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,358,033 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,197,087 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,102,107 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,032,536 | 18,023 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $940,261 | 18,023 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||