Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,471
+$2,499 QoQ
Shares Held
588
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#778
of 947 holders
Holding Since
Dec 2023
11 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,130,433 across 12 Insurance - Property & Casualty names. WRB ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
3,583 | $663,356 | |
| 2 | ALL |
Allstate Corp
|
736 | $175,123 | |
| 3 | TRV |
Travelers Companies, Inc.
|
266 | $87,811 | |
| 4 | PGR |
Progressive Corp/Oh/
|
199 | $43,471 | |
| 5 | WRB |
Berkley W R Corp
This page
|
588 | $41,471 | |
| 6 | CB |
Chubb Ltd
|
121 | $41,229 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
73 | $24,076 | |
| 8 | L |
Loews Corp
|
162 | $18,340 |
All Filings in WRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,471 | 588 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $38,972 | 588 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,415 | 1,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $110,869 | 1,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $98,890 | 1,346 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $78,560 | 1,104 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $51,848 | 886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,440 | 801 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $30,253 | 385 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,211 | 25 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,768 | 25 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||