Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,009,745
+$260,916 QoQ
Shares Held
71,030
-0.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#195
of 947 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. WRB ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
3,040 | $5,937,150 | |
| 2 | WRB |
Berkley W R Corp
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|
71,030 | $5,009,745 | |
| 3 | CB |
Chubb Ltd
|
4,725 | $1,609,996 | |
| 4 | L |
Loews Corp
|
9,597 | $1,086,476 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,896 | $625,907 | |
| 6 | PGR |
Progressive Corp/Oh/
|
697 | $152,259 | |
| 7 | ALL |
Allstate Corp
|
600 | $142,764 | |
| 8 | CINF |
Cincinnati Financial Corp
|
340 | $62,947 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,009,745 | 71,030 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,748,829 | 71,648 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,374,627 | 76,649 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,182,237 | 80,687 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,064,360 | 82,542 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,241,087 | 87,705 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,151,223 | 88,025 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,041,878 | 88,875 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,550,177 | 57,905 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,207,612 | 58,883 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,217,885 | 59,642 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,858,099 | 60,767 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,707,017 | 62,240 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,914,289 | 62,870 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,562,475 | 62,870 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,053,877 | 62,773 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,458,951 | 65,323 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,532,911 | 68,072 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,883,125 | 47,131 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,494,632 | 47,754 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,840,885 | 51,604 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,023,992 | 53,404 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,736,390 | 56,254 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,439,934 | 56,254 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,251,433 | 56,754 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,968,685 | 56,904 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||