Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,439,165
+$11,260,105 QoQ
Shares Held
3,720,958
-1.8% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. WRB ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
This page
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,439,165 | 3,720,958 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $251,179,060 | 3,789,666 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $279,800,463 | 3,990,309 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $299,212,132 | 3,905,144 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $298,739,009 | 4,066,136 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $292,301,936 | 4,107,672 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $167,935,134 | 2,869,705 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $156,871,267 | 2,765,226 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $139,290,601 | 1,772,595 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $160,215,603 | 1,811,574 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $127,100,547 | 1,797,235 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $113,727,313 | 1,791,262 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $96,809,737 | 1,625,414 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $94,297,140 | 1,514,569 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $137,300,406 | 1,891,972 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $128,785,140 | 1,994,197 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $136,464,056 | 1,999,179 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $136,536,164 | 2,050,402 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $81,415,786 | 988,175 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $73,784,875 | 1,008,267 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,460,604 | 812,315 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $88,028,869 | 1,168,266 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $76,400,333 | 1,150,261 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $65,895,414 | 1,077,602 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $49,101,209 | 857,065 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,757,651 | 1,068,767 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||