SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in WRB — Berkley W R Corp

CIK 1531593 NEW YORK, NY

Position in WRB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,796

+$1,549 QoQ

Shares Held

+38.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#876

of 947 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $297,051 across 9 Insurance - Property & Casualty names. WRB ranks #7 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	936	$204,469
2	CB	Chubb Ltd	84	$28,622
3	SKWD	Skyward Specialty Insurance Group, Inc.	333	$19,430
4	ALL	Allstate Corp	60	$14,276
5	SIGI	Selective Insurance Group Inc	115	$11,156
6	CINF	Cincinnati Financial Corp	36	$6,665
7	WRB	Berkley W R Corp This page	68	$4,796
8	L	Loews Corp	39	$4,415

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,796	68	+38.8%	Shares	Sole	2026-08-03
2026-03-31	$3,247	49	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$31,203	445	-13.9%	Shares	Sole	2026-02-17
2025-09-30	$39,612	517	+157.2%	Shares	Sole	2025-11-13
2025-06-30	$14,767	201	+101.0%	Shares	Sole	2025-08-12
2023-12-31	$7,072	100	-62.0%	Shares	Sole	2024-02-14
2023-06-30	$15,664	263	-33.9%	Shares	Sole	2023-08-14
2023-03-31	$24,779	398	+92.3%	Shares	Sole	2023-05-12
2022-12-31	$15,021	207	-94.4%	Shares	Sole	2023-02-13
2022-09-30	$237,460	3,677	+739.5%	Shares	Sole	2022-11-02
2022-06-30	$29,897	438	+409.3%	Shares	Sole	2022-08-02
2022-03-31	$5,726	86	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.