Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,617
+$45 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#857
of 947 holders
Holding Since
Mar 2025
5 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $236,120 across 11 Insurance - Property & Casualty names. WRB ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
173 | $58,948 | |
| 2 | TRV |
Travelers Companies, Inc.
|
169 | $55,790 | |
| 3 | L |
Loews Corp
|
424 | $48,001 | |
| 4 | PGR |
Progressive Corp/Oh/
|
142 | $31,019 | |
| 5 | ALL |
Allstate Corp
|
119 | $28,314 | |
| 6 | WRB |
Berkley W R Corp
This page
|
108 | $7,617 | |
| 7 | ORI |
Old Republic International Corp
|
102 | $4,173 | |
| 8 | AFG |
American Financial Group Inc
|
15 | $2,099 |
All Filings in WRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,617 | 108 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $7,572 | 108 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,274 | 108 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7 | 108 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,685 | 108 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||