MONETA GROUP INVESTMENT ADVISORS LLC

Position in WRB — Berkley W R Corp

CIK 1120927 ST LOUIS, MO

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$286,916

+$24,050 QoQ

Shares Held

4,068

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#641

of 947 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $7,139,866 across 7 Insurance - Property & Casualty names. WRB ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	12,003	$4,089,902
2	PGR	Progressive Corp/Oh/	4,525	$988,486
3	TRV	Travelers Companies, Inc.	1,791	$591,244
4	ALL	Allstate Corp	1,926	$458,272
5	MKL	Markel Group Inc.	212	$414,038
6	WTM	White Mountains Insurance Group Ltd	150	$311,008
7	WRB	Berkley W R Corp This page	4,068	$286,916

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,916	4,068	+2.6%	Shares	Sole	2026-08-14
2026-03-31	$262,866	3,966	-3.0%	Shares	Sole	2026-05-12
2025-12-31	$286,650	4,088	+2.9%	Shares	Sole	2026-02-12
2025-09-30	$304,334	3,972	-3.1%	Shares	Sole	2025-11-14
2025-06-30	$301,153	4,099	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$287,344	4,038	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$244,555	4,179	+3.2%	Shares	Sole	2025-02-11
2024-09-30	$229,699	4,049	-7.3%	Shares	Sole	2024-11-12
2024-06-30	$343,394	4,370	-14.9%	Shares	Sole	2024-08-13
2024-03-31	$453,962	5,133	+61.9%	Shares	Sole	2024-08-13
2023-12-31	$224,182	3,170	-6.2%	Shares	Sole	2024-02-15
2023-09-30	$214,659	3,381	-5.0%	Shares	Sole	2023-11-15
2023-06-30	$211,974	3,559	+26.6%	Shares	Sole	2023-08-15
2022-12-31	$204,066	2,812	-94.6%	Shares	Sole	2023-02-16
2021-09-30	$3,845,969	52,555	-60.3%	Shares	Sole	2021-11-12
2021-06-30	$9,865,026	132,541	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.