UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WRB — Berkley W R Corp
CIK 861177
NEW YORK, NY
Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,995,595
-$196,009 QoQ
Shares Held
2,041,622
-6.2% QoQ
Ownership
0.550%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#24
of 947 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $3,912,095,328 across 42 Insurance - Property & Casualty names. WRB ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,784,205 | $1,482,009,576 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,504,288 | $826,715,548 | |
| 3 | ALL |
Allstate Corp
|
2,167,998 | $515,853,438 | |
| 4 | CB |
Chubb Ltd
|
689,209 | $234,841,074 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,013,600 | $187,657,898 | |
| 6 | MKL |
Markel Group Inc.
|
77,952 | $152,241,031 | |
| 7 | WRB |
Berkley W R Corp
This page
|
2,041,622 | $143,995,595 | |
| 8 | L |
Loews Corp
|
1,204,563 | $136,368,573 |
All Filings in WRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,995,595 | 2,041,622 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $144,191,604 | 2,175,492 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $155,659,523 | 2,219,902 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $476,806 | 6,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,688,785 | 444,927 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $180,724,404 | 2,539,691 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $145,544,910 | 2,487,097 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $115,263,212 | 2,031,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $115,728,212 | 1,472,743 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $98,795,788 | 1,117,094 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $79,778,292 | 1,128,086 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $62,100,246 | 978,110 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $53,961,639 | 906,004 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,407,851 | 906,004 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $66,772,451 | 920,111 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,136,331 | 884,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $54,264,276 | 794,964 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $52,480,268 | 788,111 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,313,546 | 513,576 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,172,683 | 535,293 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $41,155,618 | 552,944 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $44,212,149 | 586,757 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $48,341,187 | 790,534 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $42,684,847 | 745,067 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,676,273 | 779,686 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||