Position in WRB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,386,334
-$1,841,076 QoQ
Shares Held
247,229
-4.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.79465192190237.ToString("F0")%
Shared 0.ToString("F0")%
None 8.205348078097634.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $592,209,348 across 23 Insurance - Property & Casualty names. WRB ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
540,035 | $176,013,601 | |
| 2 | PGR |
Progressive Corp/Oh/
|
667,620 | $132,348,984 | |
| 3 | ALL |
Allstate Corp
|
461,056 | $95,595,346 | |
| 4 | TRV |
Travelers Companies, Inc.
|
304,966 | $88,952,479 | |
| 5 | RLI |
Rli Corp
|
358,234 | $20,433,665 | |
| 6 | L |
Loews Corp
|
170,602 | $18,210,055 | |
| 7 | CINF |
Cincinnati Financial Corp
|
111,732 | $17,581,027 | |
| 8 | WRB |
Berkley W R Corp
This page
|
247,229 | $16,386,334 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,386,334 | 247,229 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,227,410 | 259,946 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,868,590 | 246,262 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,039,746 | 218,317 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $19,870,287 | 279,234 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,273,899 | 346,444 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,362,419 | 323,681 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,912,157 | 227,389 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,100,889 | 205,239 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,066,638 | 192,307 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $8,995,310 | 212,521 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $4,805,620 | 121,028 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $25,297,002 | 609,468 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $13,573,828 | 280,567 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $10,042,309 | 233,253 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $11,015,168 | 242,056 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,953,319 | 156,630 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,459,376 | 176,400 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,483,090 | 168,584 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,889,064 | 178,025 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,435,603 | 132,450 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,926,443 | 166,885 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,689,492 | 135,754 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,727,431 | 107,117 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,381,294 | 102,701 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||