HARBOR INVESTMENT ADVISORY, LLC

Position in WRB — Berkley W R Corp

CIK 1468792 LUTHERVILLE, MD

Position in WRB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$98,036

+$5,907 QoQ

Shares Held

1,390

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#730

of 933 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. WRB ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	2,198	$4,292,715
2	CB	Chubb Ltd	1,810	$616,739
3	ALL	Allstate Corp	1,511	$359,527
4	PLMR	Palomar Holdings, Inc.	1,817	$229,650
5	TRV	Travelers Companies, Inc.	668	$220,520
6	AIZ	Assurant, Inc.	600	$161,118
7	KNSL	Kinsale Capital Group, Inc.	469	$154,680
8	WRB	Berkley W R Corp This page	1,390	$98,036

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,036	1,390	0.0%	Shares	Sole	2026-07-07
2026-03-31	$92,129	1,390	0.0%	Shares	Sole	2026-04-23
2025-12-31	$97,466	1,390	+3.0%	Shares	Sole	2026-01-07
2025-09-30	$103,437	1,350	0.0%	Shares	Sole	2025-10-27
2025-06-30	$99,184	1,350	0.0%	Shares	Sole	2025-07-01
2025-03-31	$96,066	1,350	0.0%	Shares	Sole	2025-04-09
2024-12-31	$79,002	1,350	0.0%	Shares	Sole	2025-01-16
2024-09-30	$76,585	1,350	+49.8%	Shares	Sole	2024-10-04
2024-06-30	$70,800	901	-3.2%	Shares	Sole	2024-07-19
2024-03-31	$82,337	931	+3.4%	Shares	Sole	2024-04-12
2023-12-31	$63,648	900	0.0%	Shares	Sole	2024-01-26
2023-09-30	$57,141	900	0.0%	Shares	Sole	2023-10-13
2023-06-30	$53,604	900	-70.5%	Shares	Sole	2023-07-14
2023-03-31	$189,893	3,050	0.0%	Shares	Sole	2023-04-21
2022-12-31	$221,338	3,050	0.0%	Shares	Sole	2023-01-24
2022-09-30	$196,968	3,050	+3619.5%	Shares	Sole	2022-11-01
2020-03-31	$4,277	82	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.