NAPLES GLOBAL ADVISORS, LLC

Position in WRB — Berkley W R Corp

CIK 1582151 NAPLES, FL

Position in WRB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$429,386

+$12,618 QoQ

Shares Held

6,088

-3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#562

of 947 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $9,793,418 across 5 Insurance - Property & Casualty names. WRB ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,528	$3,587,310
2	TRV	Travelers Companies, Inc.	7,050	$2,327,346
3	ORI	Old Republic International Corp	45,049	$1,843,405
4	SAFT	Safety Insurance Group Inc	21,453	$1,605,971
5	WRB	Berkley W R Corp This page	6,088	$429,386

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,386	6,088	-3.2%	Shares	Sole	2026-07-23
2026-03-31	$416,768	6,288	0.0%	Shares	Sole	2026-04-20
2025-12-31	$440,914	6,288	0.0%	Shares	Sole	2026-02-04
2025-09-30	$481,786	6,288	0.0%	Shares	Sole	2025-10-30
2025-06-30	$461,979	6,288	-4.6%	Shares	Sole	2025-07-18
2025-03-31	$468,802	6,588	-3.7%	Shares	Sole	2025-04-10
2024-12-31	$400,159	6,838	-6.8%	Shares	Sole	2025-01-29
2024-09-30	$416,284	7,338	+50.0%	Shares	Sole	2024-10-24
2024-06-30	$384,413	4,892	0.0%	Shares	Sole	2024-07-18
2024-03-31	$432,648	4,892	0.0%	Shares	Sole	2024-04-29
2023-12-31	$345,962	4,892	0.0%	Shares	Sole	2024-01-11
2023-09-30	$310,593	4,892	—	Shares	Sole	2023-10-16
No filing history on record for this holder in this stock.