LPL Financial LLC

Position in WRB — Berkley W R Corp

CIK 1403438 FORT MILL, SC

Position in WRB

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

Position Value

$16,206,122

-$4,718,317 QoQ

Shares Held

244,510

-18.1% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11.49891619974643.ToString("F0")% Shared 0.ToString("F0")% None 88.50108380025357.ToString("F0")%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $607,212,386 across 35 Insurance - Property & Casualty names. WRB ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	543,222	$177,052,346
2	TRV	Travelers Companies, Inc.	389,297	$113,550,148
3	PGR	Progressive Corp/Oh/	503,744	$99,862,210
4	ALL	Allstate Corp	368,025	$76,306,303
5	CINF	Cincinnati Financial Corp	148,969	$23,440,272
6	ORI	Old Republic International Corp	474,798	$18,944,440
7	MKL	Markel Group Inc.	8,993	$17,213,230
8	WRB	Berkley W R Corp This page	244,510	$16,206,122

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,206,122	244,510	-18.1%	Shares	Sole	2026-05-06
2025-12-31	$20,924,439	298,409	+16.9%	Shares	Sole	2026-02-11
2025-09-30	$19,559,553	255,280	-22.9%	Shares	Sole	2025-11-12
2025-06-30	$24,319,378	331,011	-5.9%	Shares	Sole	2025-08-12
2025-03-31	$25,040,350	351,888	+4.9%	Shares	Sole	2025-05-07
2024-12-31	$19,636,327	335,549	+2.9%	Shares	Sole	2025-02-11
2024-09-30	$18,505,326	326,200	+66.8%	Shares	Sole	2024-11-08
2024-06-30	$10,246,943	195,602	+2.4%	Shares	Sole	2024-08-07
2024-03-31	$11,260,416	190,984	+45.0%	Shares	Sole	2024-05-10
2023-12-31	$6,208,418	131,683	+21.1%	Shares	Sole	2024-02-14
2023-09-30	$4,601,674	108,718	+57.2%	Shares	Sole	2023-11-13
2023-06-30	$2,745,996	69,157	+3.8%	Shares	Sole	2023-07-31
2023-03-31	$2,765,923	66,638	-42.5%	Shares	Sole	2023-05-10
2022-12-31	$5,603,952	115,832	+13.1%	Shares	Sole	2023-02-07
2022-09-30	$4,411,068	102,456	+37.3%	Shares	Sole	2022-11-14
2022-06-30	$3,395,664	74,619	+9.0%	Shares	Sole	2022-08-12
2022-03-31	$3,039,032	68,457	+56.9%	Shares	Sole	2022-05-16
2021-12-31	$1,597,305	43,621	+60.5%	Shares	Sole	2022-02-14
2021-09-30	$884,208	27,186	+27.5%	Shares	Sole	2021-11-15
2021-06-30	$705,331	21,322	-11.3%	Shares	Sole	2021-08-13
2021-03-31	$805,006	24,038	+1.3%	Shares	Sole	2021-05-14
2020-12-31	$700,657	23,735	-5.0%	Shares	Sole	2021-02-12
2020-09-30	$679,254	24,993	+120.7%	Shares	Sole	2020-11-09
2020-06-30	$288,333	11,324	+2.9%	Shares	Sole	2020-08-13
2020-03-31	$255,216	11,007	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.