Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$203,337
+$1,392 QoQ
Shares Held
2,883
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#713
of 947 holders
Holding Since
Sep 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, 2026Exit Wealth Advisors, LLC. holds $1,022,645 across 3 Insurance - Property & Casualty names. WRB ranks #3 (19.9% of the industry book) .
All Filings in WRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,337 | 2,883 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $201,945 | 2,880 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,359 | 2,876 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||