BANK OF MONTREAL /CAN/

Bank

Position in WRB — Berkley W R Corp

CIK 927971 TORONTO, A6

Back to WRB Full portfolio

Position in WRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$21,153,000

+$4,766,666 QoQ

Shares Held

299,915

+21.3% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#91

of 950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $815,746,997 across 25 Insurance - Property & Casualty names. WRB ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	595,119	$202,780,844
2	PGR	Progressive Corp/Oh/	774,764	$169,247,192
3	ALL	Allstate Corp	562,142	$133,756,064
4	TRV	Travelers Companies, Inc.	344,151	$113,611,123
5	RLI	Rli Corp	1,562,840	$92,316,956
6	CINF	Cincinnati Financial Corp	143,284	$26,527,596
7	L	Loews Corp	213,387	$24,157,539
8	WRB	Berkley W R Corp This page	299,915	$21,153,000

All Filings in WRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,153,000	299,915	+21.3%	Shares	Defined	2026-08-12
2026-03-31	$16,386,334	247,229	-4.9%	Shares	Defined	2026-05-13
2025-12-31	$18,227,410	259,946	+5.6%	Shares	Defined	2026-02-12
2025-09-30	$18,868,590	246,262	+12.8%	Shares	Defined	2025-11-13
2025-06-30	$16,039,746	218,317	-21.8%	Shares	Defined	2025-08-05
2025-03-31	$19,870,287	279,234	-19.4%	Shares	Defined	2025-05-13
2024-12-31	$20,273,899	346,444	+7.0%	Shares	Defined	2025-02-13
2024-09-30	$18,362,419	323,681	+42.3%	Shares	Defined	2024-11-13
2024-06-30	$17,868,236	227,389	+10.8%	Shares	Defined	2024-08-14
2024-03-31	$18,151,334	205,239	+6.7%	Shares	Defined	2024-05-13
2023-12-31	$13,599,957	192,307	-9.5%	Shares	Defined	2024-02-08
2023-09-30	$13,492,966	212,521	+75.6%	Shares	Defined	2023-11-01
2023-06-30	$7,208,432	121,028	-80.1%	Shares	Defined	2023-08-02
2023-03-31	$37,945,505	609,468	+117.2%	Shares	Defined	2024-06-13
2022-12-31	$20,360,745	280,567	+20.3%	Shares	Defined	2023-02-01
2022-09-30	$15,063,465	233,253	-3.6%	Shares	Defined	2022-11-10
2022-06-30	$16,522,753	242,056	+54.5%	Shares	Defined	2022-08-11
2022-03-31	$10,429,980	156,630	-11.2%	Shares	Defined	2022-05-12
2021-12-31	$14,533,599	176,400	+4.6%	Shares	Defined	2022-02-11
2021-09-30	$12,336,956	168,584	-5.3%	Shares	Defined	2021-11-12
2021-06-30	$13,250,397	178,025	+34.4%	Shares	Defined	2021-08-12
2021-03-31	$9,980,109	132,450	-20.6%	Shares	Defined	2021-05-13
2020-12-31	$11,084,499	166,885	+22.9%	Shares	Defined	2021-02-12
2020-09-30	$8,301,360	135,754	+26.7%	Shares	Defined	2020-11-12
2020-06-30	$6,136,723	107,117	+4.3%	Shares	Defined	2020-08-12
2020-03-31	$5,357,914	102,701	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.