Position in WRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$72,932,854
-$10,654,392 QoQ
Shares Held
1,100,375
-7.7% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.0170169260479383.ToString("F0")%
Shared 0.ToString("F0")%
None 98.98298307395206.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $3,025,480,148 across 38 Insurance - Property & Casualty names. WRB ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,066,212 | $1,325,300,475 | |
| 2 | ALL |
Allstate Corp
|
2,952,335 | $612,137,136 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,545,738 | $306,427,099 | |
| 4 | TRV |
Travelers Companies, Inc.
|
512,560 | $149,503,499 | |
| 5 | MKL |
Markel Group Inc.
|
67,890 | $129,946,204 | |
| 6 | ORI |
Old Republic International Corp
|
3,126,584 | $124,750,699 | |
| 7 | CINF |
Cincinnati Financial Corp
|
587,865 | $92,500,555 | |
| 8 | WRB |
Berkley W R Corp
This page
|
1,100,375 | $72,932,854 |
All Filings in WRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,932,854 | 1,100,375 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $83,587,246 | 1,192,060 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $101,278,612 | 1,321,830 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $103,733,614 | 1,411,918 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $105,303,135 | 1,479,808 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $89,691,261 | 1,532,660 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||