SIGNATUREFD, LLC

Position in WRB — Berkley W R Corp

CIK 1456048 ATLANTA, GA

Position in WRB

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$373,421

-$1,931 QoQ

Shares Held

5,634

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.7216897408590697.ToString("F0")% Shared 0.ToString("F0")% None 98.27831025914094.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $12,186,517 across 33 Insurance - Property & Casualty names. WRB ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	13,039	$2,584,851
2	CB	Chubb Ltd	7,645	$2,491,734
3	TRV	Travelers Companies, Inc.	6,881	$2,007,050
4	ALL	Allstate Corp	5,063	$1,049,762
5	AIZ	Assurant, Inc.	3,756	$818,094
6	L	Loews Corp	4,794	$511,711
7	WRB	Berkley W R Corp This page	5,634	$373,421
8	MKL	Markel Group Inc.	187	$357,931

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$373,421	5,634	+5.2%	Shares	Sole	2026-04-07
2025-12-31	$375,352	5,353	+5.5%	Shares	Sole	2026-01-20
2025-09-30	$388,693	5,073	-1.9%	Shares	Sole	2025-10-21
2025-06-30	$379,839	5,170	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$370,032	5,200	+14.4%	Shares	Sole	2025-05-02
2024-12-31	$265,914	4,544	+1.3%	Shares	Sole	2025-02-10
2024-09-30	$254,490	4,486	+50.7%	Shares	Sole	2024-10-21
2024-06-30	$155,955	2,977	-2.3%	Shares	Sole	2024-07-29
2024-03-31	$179,710	3,048	-13.2%	Shares	Sole	2024-05-03
2023-12-31	$165,532	3,511	+5.2%	Shares	Sole	2024-02-01
2023-09-30	$141,201	3,336	+43.4%	Shares	Sole	2023-11-03
2023-06-30	$92,357	2,326	+14.5%	Shares	Sole	2023-08-01
2023-03-31	$84,341	2,032	+313.0%	Shares	Sole	2023-04-28
2022-12-31	$23,802	492	+12.8%	Shares	Sole	2023-01-30
2022-09-30	$18,771	436	-16.3%	Shares	Sole	2022-11-08
2022-06-30	$23,708	521	+20.3%	Shares	Sole	2022-08-10
2022-03-31	$19,222	433	+51.9%	Shares	Sole	2022-05-02
2021-12-31	$10,436	285	+15.9%	Shares	Sole	2022-01-25
2021-09-30	$8,001	246	-7.2%	Shares	Sole	2021-10-28
2021-06-30	$8,766	265	-2.6%	Shares	Sole	2021-07-26
2021-03-31	$9,108	272	+2.6%	Shares	Sole	2021-04-30
2020-12-31	$7,822	265	-39.4%	Shares	Sole	2021-02-11
2020-09-30	$11,876	437	0.0%	Shares	Sole	2020-11-03
2020-06-30	$11,126	437	-43.0%	Shares	Sole	2020-07-30
2020-03-31	$17,761	766	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.