ENVESTNET ASSET MANAGEMENT INC

Position in WRB — Berkley W R Corp

CIK 1407543 Berwyn, PA

Position in WRB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$59,398,015

-$4,944,798 QoQ

Shares Held

896,168

-2.3% QoQ

Ownership

0.241%

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.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,437,860,013 across 28 Insurance - Property & Casualty names. WRB ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,300,647	$423,919,876
2	PGR	Progressive Corp/Oh/	2,088,486	$414,021,464
3	TRV	Travelers Companies, Inc.	597,978	$174,418,223
4	MKL	Markel Group Inc.	37,673	$72,108,755
5	ALL	Allstate Corp	309,633	$64,199,306
6	WRB	Berkley W R Corp This page	896,168	$59,398,015
7	KNSL	Kinsale Capital Group, Inc.	137,164	$46,863,452
8	WTM	White Mountains Insurance Group Ltd	15,563	$34,191,288

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,398,015	896,168	-2.3%	Shares	Sole	2026-05-04
2025-12-31	$64,342,813	917,610	-27.0%	Shares	Sole	2026-02-10
2025-09-30	$96,326,280	1,257,195	-8.9%	Shares	Sole	2025-11-05
2025-06-30	$101,342,754	1,379,376	-9.4%	Shares	Sole	2025-08-01
2025-03-31	$108,358,463	1,522,744	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$88,938,169	1,519,791	+14.6%	Shares	Sole	2025-02-13
2024-09-30	$75,212,066	1,325,790	+58.7%	Shares	Sole	2024-11-07
2024-06-30	$43,770,554	835,528	+4.3%	Shares	Sole	2024-08-08
2024-03-31	$47,249,954	801,390	+6.6%	Shares	Sole	2024-05-13
2023-12-31	$35,454,978	752,014	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$32,095,024	758,269	+33.6%	Shares	Sole	2023-11-13
2023-06-30	$22,544,233	567,769	-71.9%	Shares	Sole	2023-08-04
2023-03-31	$83,982,539	2,023,349	+170.9%	Shares	Sole	2023-05-11
2022-12-31	$36,130,087	746,798	+7.8%	Shares	Sole	2023-02-07
2022-09-30	$29,835,204	692,983	+38.9%	Shares	Sole	2022-11-10
2022-06-30	$22,711,165	499,073	-2.3%	Shares	Sole	2022-08-03
2022-03-31	$22,671,702	510,701	+75.5%	Shares	Sole	2022-05-04
2021-12-31	$10,658,416	291,072	+17.9%	Shares	Sole	2022-02-04
2021-09-30	$8,029,656	246,881	+4.4%	Shares	Sole	2021-10-07
2021-06-30	$7,820,178	236,402	+12.2%	Shares	Sole	2021-08-04
2021-03-31	$7,052,963	210,606	+30.5%	Shares	Sole	2021-05-04
2020-12-31	$4,763,376	161,361	+15.3%	Shares	Sole	2021-02-02
2020-09-30	$3,802,092	139,897	+43.8%	Shares	Sole	2020-10-09
2020-06-30	$2,477,675	97,308	+8.7%	Shares	Sole	2020-07-08
2020-03-31	$2,075,882	89,529	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.