HENNESSY ADVISORS INC

Position in WRB — Berkley W R Corp

CIK 1145255 NOVATO, CA

Position in WRB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,708,352

+$90,292 QoQ

Shares Held

38,400

-2.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#278

of 947 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HENNESSY ADVISORS INC holds $11,783,409 across 4 Insurance - Property & Casualty names. WRB ranks #4 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	13,300	$3,164,602
2	TRV	Travelers Companies, Inc.	9,500	$3,136,140
3	PGR	Progressive Corp/Oh/	12,700	$2,774,315
4	WRB	Berkley W R Corp This page	38,400	$2,708,352

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,708,352	38,400	-2.8%	Shares	Sole	2026-07-16
2026-03-31	$2,618,060	39,500	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.