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Equibles

ASSETMARK, INC

Position in WRB — Berkley W R Corp

CIK 1344551 CONCORD, CA
Back to WRB Full portfolio

Position in WRB

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$10,949,147
+$2,184,877 QoQ
Shares Held
155,241
+17.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#134
of 952 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $71,546,001 across 28 Insurance - Property & Casualty names. WRB ranks #2 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 88,120 $30,026,008
2 WRB
Berkley W R Corp
This page 		155,241 $10,949,147
3 TRV
Travelers Companies, Inc.
 27,278 $9,005,013
4 HCI
HCI Group, Inc.
 39,059 $6,845,089
5 PGR
Progressive Corp/Oh/
 28,810 $6,293,544
6 ALL
Allstate Corp
 17,724 $4,217,248
7 CINF
Cincinnati Financial Corp
 10,364 $1,918,790
8 ORI
Old Republic International Corp
 27,002 $1,104,921

All Filings in WRB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,949,147 155,241
2026-03-31 $8,764,270 132,231
2025-12-31 $8,438,030 120,337
2025-09-30 $8,742,954 114,108
2025-06-30 $7,667,329 104,360
2025-03-31 $9,796,454 137,668
2024-12-31 $5,771,242 98,620
2024-09-30 $5,128,845 90,408
2024-06-30 $4,152,091 52,839
2024-03-31 $4,057,892 45,883
2023-12-31 $3,078,726 43,534
2023-09-30 $3,291,832 51,848
2023-06-30 $2,679,666 44,991
2023-03-31 $1,534,149 24,641
2022-12-31 $1,582,751 21,810
2022-09-30 $18,857 292
2022-06-30 $477 7
2022-03-31 $466 7
2021-12-31 $411 5
2021-09-30 $365 5
2021-06-30 $1,563 21
2021-03-31 $3,240 43
2020-12-31 $3,254 49
2020-09-30 $3,607 59
2020-06-30 $12,260 214
2020-03-31 $16,064,626 307,928