WestEnd Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1351731 CHARLOTTE, NC

Position in WRB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$705

+$43 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#925

of 947 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WestEnd Advisors, LLC holds $37,810,479 across 8 Insurance - Property & Casualty names. WRB ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	110,931	$37,798,628
2	PGR	Progressive Corp/Oh/	20	$4,369
3	TRV	Travelers Companies, Inc.	7	$2,310
4	ALL	Allstate Corp	9	$2,141
5	CINF	Cincinnati Financial Corp	6	$1,110
6	WRB	Berkley W R Corp This page	10	$705
7	L	Loews Corp	6	$679
8	AIZ	Assurant, Inc.	2	$537

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705	10	0.0%	Shares	Sole	2026-07-22
2026-03-31	$662	10	0.0%	Shares	Sole	2026-04-22
2025-12-31	$701	10	+42.9%	Shares	Sole	2026-01-27
2025-09-30	$536	7	+16.7%	Shares	Sole	2025-10-22
2025-06-30	$440	6	-33.3%	Shares	Sole	2025-07-23
2025-03-31	$640	9	+200.0%	Shares	Sole	2025-04-25
2024-12-31	$175	3	+50.0%	Shares	Sole	2025-01-28
2024-09-30	$113	2	+100.0%	Shares	Sole	2024-10-25
2024-06-30	$78	1	0.0%	Shares	Sole	2024-07-29
2024-03-31	$88	1	-50.0%	Shares	Sole	2024-05-07
2022-03-31	$199	3	+50.0%	Principal	Other	2022-04-26
2021-12-31	$164	2	—	Shares	Sole	2022-01-14
2021-09-30	$146	2	0.0%	Principal	Sole	2021-10-26
2021-06-30	$148	2	—	Principal	Sole	2021-07-15
No filing history on record for this holder in this stock.