Capital Advisors, Ltd. LLC

Position in WRB — Berkley W R Corp

CIK 1597878 SHAKER HEIGHTS, OH

Position in WRB

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

Position Value

$74,832

-$9,211 QoQ

Shares Held

1,061

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#193

of 292 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $990,509 across 29 Insurance - Property & Casualty names. WRB ranks #6 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	1,404	$158,946
2	PGR	Progressive Corp/Oh/	622	$135,875
3	TRV	Travelers Companies, Inc.	308	$101,676
4	ALL	Allstate Corp	391	$93,034
5	DGICA	Donegal Group Inc	4,746	$89,509
6	WRB	Berkley W R Corp This page	1,061	$74,832
7	CB	Chubb Ltd	166	$56,562
8	CINF	Cincinnati Financial Corp	255	$47,210

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,832	1,061	-16.3%	Shares	Sole	2026-07-16
2026-03-31	$84,043	1,268	+19.5%	Shares	Sole	2026-04-16
2025-12-31	$74,397	1,061	0.0%	Shares	Sole	2026-01-21
2025-09-30	$81,293	1,061	0.0%	Shares	Sole	2025-10-16
2025-06-30	$77,951	1,061	0.0%	Shares	Sole	2025-07-24
2025-03-31	$75,500	1,061	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$61,797	1,056	0.0%	Shares	Sole	2025-02-04
2024-09-30	$59,906	1,056	+44.7%	Shares	Sole	2024-10-24
2024-06-30	$57,363	730	+2.0%	Shares	Sole	2024-07-25
2024-03-31	$63,323	716	+1.7%	Shares	Sole	2024-04-18
2023-12-31	$49,786	704	+5.2%	Shares	Sole	2024-02-02
2023-09-30	$42,474	669	0.0%	Shares	Sole	2023-10-27
2023-06-30	$39,845	669	-1.8%	Shares	Sole	2023-07-26
2022-12-31	$49,419	681	+5138.5%	Shares	Sole	2023-02-07
2022-09-30	$839	13	+116.7%	Shares	Sole	2022-11-09
2022-06-30	$409	6	+50.0%	Shares	Sole	2022-08-05
2022-03-31	$266	4	+33.3%	Shares	Sole	2022-05-09
2021-12-31	$247	3	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.