Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,796,306
-$394,489 QoQ
Shares Held
620,960
-6.9% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#60
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $557,169,328 across 24 Insurance - Property & Casualty names. WRB ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
871,924 | $297,099,380 | |
| 2 | PGR |
Progressive Corp/Oh/
|
275,475 | $60,177,510 | |
| 3 | TRV |
Travelers Companies, Inc.
|
140,430 | $46,358,749 | |
| 4 | ALL |
Allstate Corp
|
187,346 | $44,577,104 | |
| 5 | WRB |
Berkley W R Corp
This page
|
620,960 | $43,796,306 | |
| 6 | CINF |
Cincinnati Financial Corp
|
90,208 | $16,701,106 | |
| 7 | RLI |
Rli Corp
|
228,443 | $13,494,125 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
26,252 | $8,658,171 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,796,306 | 620,960 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $44,190,795 | 666,729 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,295,479 | 703,016 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,487,680 | 841,656 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $65,749,329 | 894,914 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,836,424 | 897,083 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $52,057,225 | 889,563 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $43,556,895 | 767,793 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,231,411 | 511,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $46,548,004 | 526,323 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $36,466,085 | 515,640 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $37,498,237 | 590,616 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,185,170 | 456,433 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,647,861 | 476,194 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $42,316,943 | 583,119 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $39,244,652 | 607,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,813,851 | 612,567 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,529,579 | 548,575 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,672,641 | 348,011 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $24,585,078 | 335,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,002,631 | 322,486 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,308,398 | 309,335 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,482,178 | 293,318 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,594,531 | 271,374 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $12,892,241 | 225,035 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,790,021 | 206,824 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||