BEACON FINANCIAL GROUP

Position in WRB — Berkley W R Corp

CIK 1591379 DALLAS, TX

Position in WRB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$371,058

+$22,359 QoQ

Shares Held

5,261

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#590

of 947 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. WRB ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,794	$3,337,207
2	TRV	Travelers Companies, Inc.	5,410	$1,785,949
3	L	Loews Corp	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/	3,747	$818,532
5	WRB	Berkley W R Corp This page	5,261	$371,058
6	MKL	Markel Group Inc.	117	$228,502

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,058	5,261	0.0%	Shares	Sole	2026-07-16
2026-03-31	$348,699	5,261	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$368,690	5,258	+0.1%	Shares	Sole	2026-04-01
2025-09-30	$402,638	5,255	+0.0%	Shares	Sole	2025-10-08
2025-06-30	$385,937	5,253	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$373,590	5,250	-3.0%	Shares	Sole	2025-04-10
2024-12-31	$316,593	5,410	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$306,739	5,407	+48.3%	Shares	Sole	2024-11-12
2024-06-30	$286,581	3,647	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$322,363	3,645	-1.8%	Shares	Sole	2024-05-07
2023-12-31	$262,371	3,710	—	Shares	Sole	2024-02-23
No filing history on record for this holder in this stock.