Ballentine Partners, LLC

Position in WRB — Berkley W R Corp

CIK 1374889 Waltham, MA

Position in WRB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,082,070

+$79,586 QoQ

Shares Held

15,342

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#404

of 947 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $17,652,637 across 15 Insurance - Property & Casualty names. WRB ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	11,894	$3,926,446
2	ALL	Allstate Corp	14,861	$3,536,024
3	CB	Chubb Ltd	7,885	$2,686,734
4	PGR	Progressive Corp/Oh/	11,548	$2,522,658
5	WRB	Berkley W R Corp This page	15,342	$1,082,070
6	CNA	Cna Financial Corp	17,687	$859,765
7	CINF	Cincinnati Financial Corp	3,598	$666,133
8	L	Loews Corp	4,427	$501,179

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,070	15,342	+1.4%	Shares	Other	2026-07-17
2026-03-31	$1,002,484	15,125	-2.8%	Shares	Other	2026-05-14
2025-12-31	$1,091,346	15,564	+1.7%	Shares	Sole	2026-02-03
2025-09-30	$1,172,744	15,306	+1.2%	Shares	Other	2025-11-03
2025-06-30	$1,111,601	15,130	+1.5%	Shares	Other	2025-07-15
2025-03-31	$1,060,781	14,907	+0.3%	Shares	Other	2025-05-01
2024-12-31	$869,781	14,863	+5.5%	Shares	Other	2025-01-16
2024-09-30	$798,928	14,083	+48.9%	Shares	Other	2024-10-23
2024-06-30	$743,445	9,461	-0.2%	Shares	Other	2024-08-06
2024-03-31	$838,322	9,479	+3.3%	Shares	Other	2024-04-11
2023-12-31	$649,209	9,180	+1.6%	Shares	Other	2024-01-23
2023-09-30	$573,505	9,033	+0.3%	Shares	Other	2023-10-19
2023-06-30	$536,397	9,006	+82.3%	Shares	Other	2023-07-26
2023-03-31	$307,625	4,941	—	Shares	Other	2023-04-27
No filing history on record for this holder in this stock.