Position in WRB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,240,496
-$46,276 QoQ
Shares Held
18,716
+2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $13,349,536 across 43 Insurance - Property & Casualty names. WRB ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
24,824 | $5,147,008 | |
| 2 | ORI |
Old Republic International Corp
|
64,657 | $2,579,814 | |
| 3 | CB |
Chubb Ltd
|
6,191 | $2,017,832 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,665 | $1,360,687 | |
| 5 | WRB |
Berkley W R Corp
This page
|
18,716 | $1,240,496 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,096 | $415,511 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
728 | $126,198 | |
| 8 | MKL |
Markel Group Inc.
|
58 | $111,016 |
All Filings in WRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,240,496 | 18,716 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,286,772 | 18,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,407,126 | 18,365 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,379,987 | 18,783 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,332,826 | 18,730 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,094,265 | 18,699 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,060,113 | 18,687 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $656,038 | 12,523 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $718,132 | 12,180 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $13,955 | 296 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||