Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$285,071,395
+$35,316,427 QoQ
Shares Held
4,041,846
+7.3% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#11
of 950 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 21%
None 7%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. WRB ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,071,395 | 4,041,846 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $249,754,968 | 3,768,180 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $255,123,134 | 3,638,379 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $284,369,381 | 3,711,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,367,606 | 3,053,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $217,068,240 | 3,050,425 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $182,542,721 | 3,119,322 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $172,627,857 | 3,042,973 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $160,114,628 | 2,037,599 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $167,860,090 | 1,898,011 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $136,752,206 | 1,933,712 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $113,992,319 | 1,795,436 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $104,620,918 | 1,756,562 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $100,425,209 | 1,612,996 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $119,099,995 | 1,641,174 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $112,525,588 | 1,742,423 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $121,427,186 | 1,778,891 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $136,975,194 | 2,056,995 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $119,661,743 | 1,452,381 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $105,873,386 | 1,446,755 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $105,365,415 | 1,415,631 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $106,907,218 | 1,418,808 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $88,825,923 | 1,337,337 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $79,915,593 | 1,306,877 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $72,913,205 | 1,272,705 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $66,250,100 | 1,269,887 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||