Prospera Financial Services Inc

Position in WRB — Berkley W R Corp

CIK 1541625 Dallas, TX

Position in WRB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,325,867

+$314,336 QoQ

Shares Held

32,977

+8.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#293

of 947 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $26,229,100 across 8 Insurance - Property & Casualty names. WRB ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	26,373	$8,986,336
2	RLI	Rli Corp	120,932	$7,143,453
3	TRV	Travelers Companies, Inc.	15,647	$5,165,387
4	WRB	Berkley W R Corp This page	32,977	$2,325,867
5	PGR	Progressive Corp/Oh/	6,086	$1,329,486
6	CINF	Cincinnati Financial Corp	2,831	$524,131
7	ALL	Allstate Corp	2,165	$515,140
8	ORI	Old Republic International Corp	5,848	$239,300

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,325,867	32,977	+8.7%	Shares	Sole	2026-07-15
2026-03-31	$2,011,531	30,349	+22.1%	Shares	Sole	2026-04-14
2025-12-31	$1,742,482	24,850	+12.9%	Shares	Sole	2026-02-09
2025-09-30	$1,686,942	22,017	+705.6%	Shares	Sole	2025-11-06
2025-06-30	$200,793	2,733	-15.7%	Shares	Sole	2025-08-06
2023-12-31	$229,345	3,243	-7.3%	Shares	Sole	2024-02-14
2023-09-30	$222,151	3,499	-10.8%	Shares	Sole	2023-11-13
2023-06-30	$233,534	3,921	+3.8%	Shares	Sole	2023-08-08
2023-03-31	$235,093	3,776	+23.0%	Shares	Sole	2023-05-12
2022-12-31	$222,862	3,071	-13.7%	Shares	Sole	2023-02-08
2022-09-30	$229,775	3,558	+4.2%	Shares	Sole	2022-10-27
2022-06-30	$233,108	3,415	-12.5%	Shares	Sole	2022-08-08
2022-03-31	$259,767	3,901	-9.7%	Shares	Sole	2022-05-04
2020-12-31	$286,867	4,319	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.