Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,937,330
+$388,601 QoQ
Shares Held
98,360
-0.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#22
of 326 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BURNEY CO/ holds $28,494,001 across 11 Insurance - Property & Casualty names. WRB ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
98,360 | $6,937,330 | |
| 2 | ALL |
Allstate Corp
|
27,376 | $6,513,845 | |
| 3 | AFG |
American Financial Group Inc
|
27,183 | $3,803,989 | |
| 4 | ORI |
Old Republic International Corp
|
84,452 | $3,455,775 | |
| 5 | TRV |
Travelers Companies, Inc.
|
9,890 | $3,264,886 | |
| 6 | CB |
Chubb Ltd
|
4,845 | $1,650,885 | |
| 7 | CNA |
Cna Financial Corp
|
25,799 | $1,254,089 | |
| 8 | CINF |
Cincinnati Financial Corp
|
3,065 | $567,454 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,937,330 | 98,360 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,548,729 | 98,804 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,081,330 | 115,250 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,816,663 | 115,070 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,552,789 | 116,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,265,305 | 116,151 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,830,571 | 116,722 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,630,715 | 116,882 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,218,196 | 79,132 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,994,012 | 79,082 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $5,512,769 | 77,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,984,032 | 78,501 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,621,145 | 77,588 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,818,678 | 77,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,957,561 | 82,094 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,301,690 | 82,095 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,485,104 | 80,356 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,985,190 | 74,864 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,145,784 | 50,319 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,757,056 | 51,340 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,899,164 | 52,387 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,967,932 | 52,660 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,529,691 | 53,142 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,368,450 | 55,085 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $3,233,960 | 56,449 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,937,331 | 56,303 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||