MATHER GROUP, LLC.

Position in WRB — Berkley W R Corp

CIK 1527641 CHICAGO, IL

Position in WRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$601,903

+$179,236 QoQ

Shares Held

8,534

+33.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#508

of 947 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $29,751,659 across 15 Insurance - Property & Casualty names. WRB ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	99,294	$18,383,291
2	PGR	Progressive Corp/Oh/	22,762	$4,972,358
3	CB	Chubb Ltd	6,938	$2,364,054
4	ALL	Allstate Corp	6,427	$1,529,240
5	TRV	Travelers Companies, Inc.	3,419	$1,128,680
6	WRB	Berkley W R Corp This page	8,534	$601,903
7	L	Loews Corp	2,355	$266,609
8	AFG	American Financial Group Inc	1,431	$200,254

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,903	8,534	+33.8%	Shares	Sole	2026-07-27
2026-03-31	$422,667	6,377	-4.5%	Shares	Sole	2026-04-13
2025-12-31	$468,261	6,678	-3.6%	Shares	Sole	2026-01-13
2025-09-30	$530,899	6,929	+17.0%	Shares	Sole	2025-10-21
2025-06-30	$434,942	5,920	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$421,907	5,929	+2.5%	Shares	Sole	2025-04-25
2024-12-31	$338,655	5,787	+1.8%	Shares	Sole	2025-01-27
2024-09-30	$322,623	5,687	+44.7%	Shares	Sole	2024-10-07
2024-06-30	$308,898	3,931	+26.9%	Shares	Sole	2024-07-09
2024-03-31	$273,987	3,098	0.0%	Shares	Sole	2024-04-09
2023-12-31	$219,090	3,098	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.