SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in WRB — Berkley W R Corp
CIK 1080576
JACKSON, TN
Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$696,836
+$87,127 QoQ
Shares Held
9,880
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#476
of 947 holders
Holding Since
Mar 2024
9 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $2,200,295 across 3 Insurance - Property & Casualty names. WRB ranks #2 (31.7% of the industry book) .
All Filings in WRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,836 | 9,880 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $609,709 | 9,199 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $612,708 | 8,738 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $670,654 | 8,753 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $690,030 | 9,392 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $575,310 | 9,831 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $798,644 | 14,078 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $64,357 | 819 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $78,976 | 893 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||