Mount Lucas Management LP

Position in WRB — Berkley W R Corp

CIK 1185072 Newtown, PA

Position in WRB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$931,560

+$76,747 QoQ

Shares Held

13,208

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#433

of 947 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mount Lucas Management LP holds $6,558,273 across 5 Insurance - Property & Casualty names. WRB ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	25,699	$2,909,383
2	TRV	Travelers Companies, Inc.	3,218	$1,062,326
3	ALL	Allstate Corp	4,283	$1,019,097
4	WRB	Berkley W R Corp This page	13,208	$931,560
5	PGR	Progressive Corp/Oh/	2,911	$635,907

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$931,560	13,208	+2.4%	Shares	Sole	2026-08-10
2026-03-31	$854,813	12,897	+3.2%	Shares	Sole	2026-05-05
2025-12-31	$876,710	12,503	+0.9%	Shares	Sole	2026-02-05
2025-09-30	$949,781	12,396	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$936,375	12,745	-59.5%	Shares	Sole	2025-08-11
2025-03-31	$2,241,326	31,497	+100.8%	Shares	Sole	2025-05-06
2024-12-31	$917,769	15,683	-4.9%	Shares	Sole	2025-02-07
2024-09-30	$935,874	16,497	-40.0%	Shares	Sole	2024-11-06
2024-06-30	$2,161,187	27,503	-37.2%	Shares	Sole	2024-08-06
2023-03-31	$2,725,807	43,781	+4.0%	Shares	Sole	2023-05-12
2022-12-31	$3,053,963	42,083	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,748,587	42,561	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$2,969,994	43,510	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.