LVW Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1576053 PITTSFORD, NY

Position in WRB

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

Position Value

$659,314

-$30,461 QoQ

Shares Held

9,348

-10.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#486

of 947 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $5,723,578 across 5 Insurance - Property & Casualty names. WRB ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,551	$3,254,407
2	TRV	Travelers Companies, Inc.	3,175	$1,048,131
3	WRB	Berkley W R Corp This page	9,348	$659,314
4	ALL	Allstate Corp	2,174	$517,281
5	PGR	Progressive Corp/Oh/	1,119	$244,445

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,314	9,348	-10.2%	Shares	Sole	2026-07-15
2026-03-31	$689,775	10,407	-11.0%	Shares	Sole	2026-04-20
2025-12-31	$820,193	11,697	-5.5%	Shares	Sole	2026-01-14
2025-09-30	$948,862	12,384	-13.2%	Shares	Sole	2025-10-20
2025-06-30	$1,047,682	14,260	-8.9%	Shares	Sole	2025-07-17
2025-03-31	$1,114,080	15,656	-5.5%	Shares	Sole	2025-04-09
2024-12-31	$969,969	16,575	-0.9%	Shares	Sole	2025-01-16
2024-09-30	$948,922	16,727	+66.2%	Shares	Sole	2024-10-09
2024-06-30	$790,829	10,064	+10.1%	Shares	Sole	2024-07-15
2024-03-31	$808,606	9,143	-3.5%	Shares	Sole	2024-04-18
2023-12-31	$669,789	9,471	-1.5%	Shares	Sole	2024-01-16
2023-09-30	$610,202	9,611	-7.6%	Shares	Sole	2023-10-11
2023-06-30	$619,424	10,400	-0.9%	Shares	Sole	2023-07-14
2023-03-31	$653,419	10,495	-23.8%	Shares	Sole	2023-05-03
2022-12-31	$999,579	13,774	-8.9%	Shares	Sole	2023-01-19
2022-09-30	$976,061	15,114	-3.1%	Shares	Sole	2022-10-14
2022-06-30	$1,064,925	15,601	+3.8%	Shares	Sole	2022-07-22
2022-03-31	$1,000,513	15,025	+40.9%	Shares	Sole	2022-05-02
2021-12-31	$878,442	10,662	-0.4%	Shares	Sole	2022-01-26
2021-09-30	$783,610	10,708	+1.5%	Shares	Sole	2021-11-02
2021-06-30	$784,864	10,545	-4.8%	Shares	Sole	2021-07-15
2021-03-31	$834,200	11,071	+47.1%	Shares	Sole	2021-04-19
2020-12-31	$499,744	7,524	+3.6%	Shares	Sole	2021-02-04
2020-09-30	$444,132	7,263	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.