Position in WRB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$37,927,668
-$10,101,796 QoQ
Shares Held
572,234
-16.5% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.23373654833513.ToString("F0")%
Shared 2.7719429464170253.ToString("F0")%
None 24.994320505247853.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $273,539,128 across 19 Insurance - Property & Casualty names. WRB ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
456,835 | $90,562,968 | |
| 2 | CB |
Chubb Ltd
|
174,712 | $56,943,880 | |
| 3 | TRV |
Travelers Companies, Inc.
|
150,525 | $43,905,131 | |
| 4 | WRB |
Berkley W R Corp
This page
|
572,234 | $37,927,668 | |
| 5 | ALL |
Allstate Corp
|
128,458 | $26,634,480 | |
| 6 | MKL |
Markel Group Inc.
|
2,563 | $4,905,760 | |
| 7 | CINF |
Cincinnati Financial Corp
|
15,261 | $2,401,317 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
6,504 | $2,222,155 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,927,668 | 572,234 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $48,029,464 | 684,961 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $98,627,101 | 1,287,224 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $97,076,718 | 1,321,311 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $108,531,025 | 1,525,169 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $85,985,249 | 1,469,331 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $72,369,948 | 1,275,691 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $42,529,826 | 811,844 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $46,289,848 | 785,106 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $34,422,039 | 730,105 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $30,098,260 | 711,094 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,576,287 | 669,315 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $24,989,107 | 602,050 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $25,038,003 | 517,528 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $6,594,688 | 153,175 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $6,240,150 | 137,126 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $6,041,483 | 136,090 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,948,061 | 80,509 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,082,959 | 64,043 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,973,519 | 59,659 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,813,221 | 54,144 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,315,203 | 44,553 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,070,369 | 39,384 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $748,231 | 29,386 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $592,442 | 25,551 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||