Position in WRB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$241,353
+$76,184 QoQ
Shares Held
3,422
+37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#676
of 947 holders
Holding Since
Jun 2025
5 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, 2026STEPH & CO holds $361,609 across 2 Insurance - Property & Casualty names. WRB ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
3,422 | $241,353 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
58 | $120,256 |
All Filings in WRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,353 | 3,422 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $165,169 | 2,492 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $200,402 | 2,858 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $164,809 | 2,151 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $144,588 | 1,968 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||