Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,339,995
+$5,211,153 QoQ
Shares Held
1,110,733
+0.7% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#41
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $1,462,568,655 across 30 Insurance - Property & Casualty names. WRB ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,418,642 | $309,902,340 | |
| 2 | CB |
Chubb Ltd
|
853,553 | $290,839,643 | |
| 3 | TRV |
Travelers Companies, Inc.
|
807,548 | $266,587,742 | |
| 4 | ALL |
Allstate Corp
|
905,537 | $215,463,471 | |
| 5 | CINF |
Cincinnati Financial Corp
|
537,417 | $99,497,381 | |
| 6 | WRB |
Berkley W R Corp
This page
|
1,110,733 | $78,339,995 | |
| 7 | L |
Loews Corp
|
630,332 | $71,359,882 | |
| 8 | MKL |
Markel Group Inc.
|
33,966 | $66,335,934 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,339,995 | 1,110,733 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $73,128,842 | 1,103,332 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $121,725,369 | 1,735,958 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $65,168,449 | 850,541 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $86,852,191 | 1,182,145 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,096,100 | 1,266,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $83,158,791 | 1,421,032 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,122,427 | 1,377,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,512,017 | 922,779 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $94,766,200 | 1,071,531 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $68,196,120 | 964,311 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $60,007,619 | 945,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,977,696 | 872,694 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $40,315,373 | 647,532 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $64,322,635 | 886,353 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,669,413 | 335,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,839,568 | 378,546 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $26,165,987 | 392,942 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,240,758 | 184,983 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,323,713 | 168,403 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,269,676 | 178,284 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,488,663 | 165,742 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,472,393 | 172,725 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $7,830,935 | 128,061 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,455,603 | 112,683 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,571,544 | 145,132 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||