DT Investment Partners, LLC

Position in WRB — Berkley W R Corp

CIK 1537621 CHADDS FORD, PA

Position in WRB

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

Position Value

$7,899

+$476 QoQ

Shares Held

112

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#855

of 950 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DT Investment Partners, LLC holds $701,142 across 8 Insurance - Property & Casualty names. WRB ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,417	$575,100
2	THG	Hanover Insurance Group, Inc.	174	$37,256
3	AFG	American Financial Group Inc	260	$36,384
4	PGR	Progressive Corp/Oh/	75	$16,383
5	CB	Chubb Ltd	35	$11,925
6	L	Loews Corp	94	$10,641
7	WRB	Berkley W R Corp This page	112	$7,899
8	CINF	Cincinnati Financial Corp	30	$5,554

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,899	112	0.0%	Shares	Sole	2026-07-27
2026-03-31	$7,423	112	0.0%	Shares	Sole	2026-05-15
2025-12-31	$7,853	112	0.0%	Shares	Sole	2026-02-10
2025-09-30	$8,581	112	0.0%	Shares	Sole	2025-10-22
2025-06-30	$8,228	112	0.0%	Shares	Sole	2025-07-22
2025-03-31	$7,969	112	0.0%	Shares	Sole	2025-04-29
2024-12-31	$6,554	112	0.0%	Shares	Sole	2025-01-30
2024-09-30	$6,353	112	+49.3%	Shares	Sole	2024-10-23
2024-06-30	$5,893	75	0.0%	Shares	Sole	2024-07-24
2024-03-31	$6,633	75	0.0%	Shares	Sole	2024-05-13
2023-12-31	$5,304	75	0.0%	Shares	Sole	2024-01-31
2023-09-30	$4,761	75	0.0%	Shares	Sole	2023-10-27
2023-06-30	$4,467	75	0.0%	Shares	Sole	2023-08-28
2023-03-31	$4,669	75	0.0%	Shares	Sole	2023-05-03
2022-12-31	$5,442	75	0.0%	Shares	Sole	2023-01-31
2022-09-30	$4,843	75	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.