Position in WRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$301,304
+$25,049 QoQ
Shares Held
4,272
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#633
of 947 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Strive Financial Group ,LLC holds $875,050 across 7 Insurance - Property & Casualty names. WRB ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
4,272 | $301,304 | |
| 2 | MKL |
Markel Group Inc.
|
134 | $261,703 | |
| 3 | AIZ |
Assurant, Inc.
|
654 | $175,618 | |
| 4 | TRV |
Travelers Companies, Inc.
|
321 | $105,968 | |
| 5 | LMND |
Lemonade, Inc.
|
302 | $19,645 | |
| 6 | ALL |
Allstate Corp
|
28 | $6,662 | |
| 7 | PGR |
Progressive Corp/Oh/
|
19 | $4,150 |
All Filings in WRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,304 | 4,272 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $276,255 | 4,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,529 | 3,744 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||