Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,455
+$1,403 QoQ
Shares Held
4,104
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#638
of 947 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $648,955 across 2 Insurance - Property & Casualty names. WRB ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,089 | $359,500 | |
| 2 | WRB |
Berkley W R Corp
This page
|
4,104 | $289,455 |
All Filings in WRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,455 | 4,104 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $288,052 | 4,346 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $304,320 | 4,340 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $393,443 | 5,135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $399,750 | 5,441 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,294 | 5,288 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $315,247 | 5,387 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||