Position in WRB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$16,207,794
+$3,212,275 QoQ
Shares Held
229,800
+17.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#107
of 947 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $258,120,318 across 32 Insurance - Property & Casualty names. WRB ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
166,288 | $56,660,973 | |
| 2 | TRV |
Travelers Companies, Inc.
|
122,532 | $40,450,263 | |
| 3 | ALL |
Allstate Corp
|
164,893 | $39,234,640 | |
| 4 | L |
Loews Corp
|
219,800 | $24,883,558 | |
| 5 | CINF |
Cincinnati Financial Corp
|
131,849 | $24,410,523 | |
| 6 | PGR |
Progressive Corp/Oh/
|
79,904 | $17,455,028 | |
| 7 | WRB |
Berkley W R Corp
This page
|
229,800 | $16,207,794 | |
| 8 | AIZ |
Assurant, Inc.
|
24,879 | $6,680,757 |
All Filings in WRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,207,794 | 229,800 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $12,995,519 | 196,070 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,523,763 | 192,866 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,537,265 | 189,732 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,486,299 | 169,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,712,201 | 136,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,232,720 | 123,594 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $5,541,764 | 78,362 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,565,632 | 71,911 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,892,725 | 65,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,022,684 | 64,611 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,997,678 | 68,867 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,033,534 | 62,458 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,697,832 | 24,873 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,399,321 | 21,014 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $446,636 | 5,421 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $305,672 | 4,177 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $269,659 | 3,623 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||