CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in WRB — Berkley W R Corp

CIK 1442056 ST. LOUIS, MO

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Position in WRB

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$73,264,709

-$531,442 QoQ

Shares Held

1,031,752

-7.3% QoQ

Ownership

0.278%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#42

of 950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $376,453,903 across 6 Insurance - Property & Casualty names. WRB ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	460,772	$157,003,450
2	PGR	Progressive Corp/Oh/	557,408	$121,765,776
3	WRB	Berkley W R Corp This page	1,031,752	$73,264,709
4	RLI	Rli Corp	360,253	$21,280,144
5	HGTY	Hagerty, Inc.	132,055	$1,574,095
6	STC	Stewart Information Services Corp	23,716	$1,565,729

All Filings in WRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,264,709	1,031,752	-7.3%	Shares	Sole	2026-07-01
2026-03-31	$73,796,151	1,113,400	-5.8%	Shares	Sole	2026-04-01
2025-12-31	$82,847,200	1,181,506	-4.1%	Shares	Sole	2026-01-05
2025-09-30	$94,360,363	1,231,537	-2.6%	Shares	Sole	2025-10-14
2025-06-30	$92,887,312	1,264,289	-3.0%	Shares	Sole	2025-07-01
2025-03-31	$92,711,160	1,302,855	-2.5%	Shares	Sole	2025-04-01
2024-12-31	$78,207,649	1,336,426	-2.0%	Shares	Sole	2025-01-02
2024-09-30	$77,339,725	1,363,295	+47.6%	Shares	Sole	2024-10-31
2024-06-30	$72,564,118	923,442	-1.3%	Shares	Sole	2024-07-01
2024-03-31	$82,705,992	935,165	-1.9%	Shares	Sole	2024-04-01
2023-12-31	$67,435,386	953,554	-2.0%	Shares	Sole	2024-11-05
2023-09-30	$61,782,485	973,105	+55.3%	Shares	Sole	2023-10-10
2023-06-30	$37,308,355	626,399	-0.6%	Shares	Sole	2023-07-03
2023-03-31	$39,222,586	629,980	-2.5%	Shares	Sole	2023-04-04
2022-12-31	$46,880,945	646,010	-37.4%	Shares	Sole	2023-01-04
2022-09-30	$66,622,549	1,031,629	-2.7%	Shares	Sole	2022-10-03
2022-06-30	$72,372,513	1,060,247	-3.0%	Shares	Sole	2022-07-12
2022-03-31	$72,763,237	1,092,706	+49.4%	Shares	Sole	2022-04-04
2021-12-31	$60,246,570	731,236	+1.8%	Shares	Sole	2022-01-04
2021-09-30	$52,545,436	718,031	-0.0%	Shares	Sole	2021-10-04
2021-06-30	$53,444,014	718,044	+0.4%	Shares	Sole	2021-07-01
2021-03-31	$53,901,037	715,342	+3.3%	Shares	Sole	2021-04-05
2020-12-31	$46,015,510	692,796	+1.7%	Shares	Sole	2021-01-25
2020-09-30	$41,669,723	681,434	+0.2%	Shares	Sole	2020-10-19
2020-06-30	$38,951,952	679,909	+1.0%	Shares	Sole	2020-07-01
2020-03-31	$35,127,989	673,336	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.