PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in WRB — Berkley W R Corp

CIK 12600 DES MOINES, IA

Position in WRB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$607,474

+$163,398 QoQ

Shares Held

8,613

+28.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#504

of 947 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $18,157,486 across 13 Insurance - Property & Casualty names. WRB ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	20,512	$6,989,258
2	PGR	Progressive Corp/Oh/	11,888	$2,596,933
3	AIZ	Assurant, Inc.	7,435	$1,996,520
4	ALL	Allstate Corp	6,571	$1,563,503
5	TRV	Travelers Companies, Inc.	3,593	$1,186,121
6	MKL	Markel Group Inc.	511	$997,988
7	WRB	Berkley W R Corp This page	8,613	$607,474
8	L	Loews Corp	4,382	$496,086

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,474	8,613	+28.6%	Shares	Sole	2026-08-04
2026-03-31	$444,076	6,700	+6.8%	Shares	Sole	2026-05-13
2025-12-31	$439,722	6,271	-21.3%	Shares	Sole	2026-02-12
2025-09-30	$610,891	7,973	-4.9%	Shares	Sole	2025-11-12
2025-06-30	$615,899	8,383	+20.5%	Shares	Sole	2025-08-11
2025-03-31	$494,846	6,954	0.0%	Shares	Sole	2025-04-30
2024-12-31	$406,948	6,954	+55.2%	Shares	Sole	2025-01-30
2024-09-30	$254,150	4,480	+214.8%	Shares	Sole	2024-10-28
2024-06-30	$111,819	1,423	+15.2%	Shares	Sole	2024-07-31
2024-03-31	$109,223	1,235	+10.0%	Shares	Sole	2024-05-10
2023-12-31	$79,418	1,123	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.