BROWN, LISLE/CUMMINGS, INC.

Position in WRB — Berkley W R Corp

CIK 14745 PROVIDENCE, RI

Position in WRB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,112,178

-$64,435 QoQ

Shares Held

16,780

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $1,387,291 across 7 Insurance - Property & Casualty names. WRB ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	16,780	$1,112,178
2	CB	Chubb Ltd	528	$172,091
3	TRV	Travelers Companies, Inc.	321	$93,629
4	AIZ	Assurant, Inc.	24	$5,227
5	PGR	Progressive Corp/Oh/	9	$1,784
6	PLMR	Palomar Holdings, Inc.	13	$1,553
7	ALL	Allstate Corp	4	$829

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,112,178	16,780	0.0%	Shares	Sole	2026-04-20
2025-12-31	$1,176,613	16,780	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,285,683	16,780	0.0%	Shares	Sole	2025-10-10
2025-06-30	$1,232,826	16,780	0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,194,064	16,780	0.0%	Shares	Sole	2025-04-22
2024-12-31	$981,965	16,780	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.