Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,995,519
-$528,244 QoQ
Shares Held
196,070
+1.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 1.7600856836843985.ToString("F0")%
Shared 0.ToString("F0")%
None 98.2399143163156.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $220,160,466 across 27 Insurance - Property & Casualty names. WRB ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
200,690 | $41,611,064 | |
| 2 | CB |
Chubb Ltd
|
127,095 | $41,424,073 | |
| 3 | TRV |
Travelers Companies, Inc.
|
128,979 | $37,620,594 | |
| 4 | L |
Loews Corp
|
196,396 | $20,963,309 | |
| 5 | CINF |
Cincinnati Financial Corp
|
125,487 | $19,745,379 | |
| 6 | PGR |
Progressive Corp/Oh/
|
94,172 | $18,668,657 | |
| 7 | WRB |
Berkley W R Corp
This page
|
196,070 | $12,995,519 | |
| 8 | AIZ |
Assurant, Inc.
|
23,514 | $5,121,584 |
All Filings in WRB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,694,509 | 78,362 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,043,755 | 71,911 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,595,150 | 65,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,681,789 | 64,611 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,331,785 | 68,867 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,689,023 | 62,458 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,131,888 | 24,873 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $932,880 | 21,014 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $198,505 | 5,421 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $135,854 | 4,177 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $119,848 | 3,623 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||