Aureus Asset Management, LLC

Position in WRB — Berkley W R Corp

CIK 1381296 BOSTON, MA

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$317,385

+$19,125 QoQ

Shares Held

4,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#619

of 947 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aureus Asset Management, LLC holds $1,933,946 across 4 Insurance - Property & Casualty names. WRB ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	8,633	$977,341
2	TRV	Travelers Companies, Inc.	1,328	$438,399
3	WRB	Berkley W R Corp This page	4,500	$317,385
4	ALL	Allstate Corp	844	$200,821

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,385	4,500	0.0%	Shares	Sole	2026-08-14
2026-03-31	$298,260	4,500	-3.1%	Shares	Sole	2026-05-13
2025-12-31	$325,637	4,644	0.0%	Shares	Sole	2026-02-17
2025-09-30	$355,823	4,644	0.0%	Shares	Sole	2025-11-17
2025-06-30	$341,194	4,644	0.0%	Shares	Sole	2025-08-14
2025-03-31	$330,467	4,644	0.0%	Shares	Sole	2025-05-15
2024-12-31	$271,766	4,644	0.0%	Shares	Sole	2025-02-14
2024-09-30	$263,454	4,644	+50.0%	Shares	Sole	2024-11-14
2024-06-30	$243,283	3,096	0.0%	Shares	Sole	2024-08-13
2024-03-31	$273,810	3,096	0.0%	Shares	Sole	2024-05-13
2023-12-31	$218,949	3,096	-26.2%	Shares	Sole	2024-02-14
2022-12-31	$304,431	4,195	0.0%	Shares	Sole	2023-02-14
2022-09-30	$270,912	4,195	0.0%	Shares	Sole	2022-11-14
2022-06-30	$286,350	4,195	0.0%	Shares	Sole	2022-08-15
2022-03-31	$279,344	4,195	+50.0%	Shares	Sole	2022-05-12
2021-12-31	$230,444	2,797	0.0%	Shares	Sole	2022-02-14
2021-09-30	$204,684	2,797	0.0%	Shares	Sole	2021-11-12
2021-06-30	$208,180	2,797	0.0%	Shares	Sole	2021-08-16
2021-03-31	$210,754	2,797	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.