Position in WRB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$271,748
+$12,304 QoQ
Shares Held
4,100
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026CALDWELL SUTTER CAPITAL, INC. holds $5,627,431 across 9 Insurance - Property & Casualty names. WRB ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGICA |
Donegal Group Inc
|
212,303 | $3,647,365 | |
| 2 | NODK |
NI Holdings, Inc.
|
44,469 | $573,205 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,173 | $342,140 | |
| 4 | WRB |
Berkley W R Corp
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|
4,100 | $271,748 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
698 | $238,478 | |
| 6 | L |
Loews Corp
|
2,100 | $224,154 | |
| 7 | ORI |
Old Republic International Corp
|
5,500 | $219,450 | |
| 8 | CB |
Chubb Ltd
|
213 | $69,423 |
All Filings in WRB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,748 | 4,100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $259,444 | 3,700 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $283,494 | 3,700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $271,839 | 3,700 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $263,292 | 3,700 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $193,116 | 3,300 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $66,657 | 1,175 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $23,574 | 450 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $26,532 | 450 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,216 | 450 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $19,047 | 450 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $17,868 | 450 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||