Position in WRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,814,409
+$591,548 QoQ
Shares Held
167,509
-1.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#126
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $41,307,139 across 10 Insurance - Property & Casualty names. WRB ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
167,509 | $11,814,409 | |
| 2 | ORI |
Old Republic International Corp
|
206,999 | $8,470,399 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,375 | $7,509,218 | |
| 4 | CB |
Chubb Ltd
|
15,056 | $5,130,181 | |
| 5 | TRV |
Travelers Companies, Inc.
|
10,429 | $3,442,821 | |
| 6 | ALL |
Allstate Corp
|
13,295 | $3,163,412 | |
| 7 | CINF |
Cincinnati Financial Corp
|
4,778 | $884,598 | |
| 8 | MKL |
Markel Group Inc.
|
229 | $447,239 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,814,409 | 167,509 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $11,222,861 | 169,325 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $19,213,931 | 274,015 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $20,610,626 | 268,998 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $19,875,398 | 270,524 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $19,120,336 | 268,695 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $16,407,252 | 280,370 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $15,978,912 | 281,666 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $14,761,262 | 187,850 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $16,618,937 | 187,912 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,125,924 | 185,604 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,641,472 | 183,359 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,993,666 | 201,371 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,145,897 | 114,775 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $930,782 | 12,826 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $815,386 | 12,626 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $833,659 | 12,213 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $814,994 | 12,239 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $739,945 | 8,981 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $636,299 | 8,695 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $624,542 | 8,391 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $615,609 | 8,170 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $505,057 | 7,604 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $464,984 | 7,604 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $435,632 | 7,604 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $359,138 | 6,884 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||