ASSETMARK, INC

Position in WRB — Berkley W R Corp

CIK 1344551 CONCORD, CA

Position in WRB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$8,764,270

+$326,240 QoQ

Shares Held

132,231

+9.9% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $68,836,863 across 29 Insurance - Property & Casualty names. WRB ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	95,240	$31,041,573
2	PGR	Progressive Corp/Oh/	49,607	$9,834,091
3	WRB	Berkley W R Corp This page	132,231	$8,764,270
4	TRV	Travelers Companies, Inc.	22,279	$6,498,338
5	HCI	HCI Group, Inc.	37,532	$5,802,822
6	ALL	Allstate Corp	17,354	$3,598,178
7	CINF	Cincinnati Financial Corp	8,071	$1,269,971
8	ORI	Old Republic International Corp	31,459	$1,255,214

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,764,270	132,231	+9.9%	Shares	Sole	2026-05-06
2025-12-31	$8,438,030	120,337	+5.5%	Shares	Sole	2026-01-23
2025-09-30	$8,742,954	114,108	+9.3%	Shares	Sole	2025-11-06
2025-06-30	$7,667,329	104,360	-24.2%	Shares	Sole	2025-08-04
2025-03-31	$9,796,454	137,668	+39.6%	Shares	Sole	2025-05-06
2024-12-31	$5,771,242	98,620	+9.1%	Shares	Sole	2025-02-06
2024-09-30	$5,128,845	90,408	+71.1%	Shares	Sole	2024-11-01
2024-06-30	$2,768,060	52,839	+15.2%	Shares	Sole	2024-08-13
2024-03-31	$2,705,261	45,883	+5.4%	Shares	Sole	2024-05-07
2023-12-31	$2,052,484	43,534	-16.0%	Shares	Sole	2024-02-09
2023-09-30	$2,194,554	51,848	+15.2%	Shares	Sole	2023-10-27
2023-06-30	$1,786,444	44,991	+82.6%	Shares	Defined	2023-08-11
2023-03-31	$1,022,766	24,641	+13.0%	Shares	Defined	2023-05-05
2022-12-31	$1,055,167	21,810	+7369.2%	Shares	Defined	2023-02-10
2022-09-30	$12,571	292	+4071.4%	Shares	Sole	2022-11-01
2022-06-30	$318	7	0.0%	Shares	Sole	2022-08-03
2022-03-31	$310	7	+40.0%	Shares	Sole	2022-05-13
2021-12-31	$183	5	0.0%	Shares	Sole	2022-02-14
2021-09-30	$162	5	-76.2%	Shares	Sole	2021-11-12
2021-06-30	$694	21	-51.2%	Shares	Sole	2021-08-16
2021-03-31	$1,440	43	-12.2%	Shares	Sole	2021-05-14
2020-12-31	$1,446	49	-16.9%	Shares	Sole	2021-02-10
2020-09-30	$1,603	59	-72.4%	Shares	Sole	2020-11-13
2020-06-30	$5,448	214	-99.9%	Shares	Sole	2020-08-11
2020-03-31	$7,139,834	307,928	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.