Dynamic Advisor Solutions LLC

Position in WRB — Berkley W R Corp

CIK 1599747 PHOENIX, AZ

Position in WRB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$610,860

+$163,868 QoQ

Shares Held

8,661

+28.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#502

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $5,901,628 across 6 Insurance - Property & Casualty names. WRB ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,729	$1,952,099
2	TRV	Travelers Companies, Inc.	4,902	$1,618,248
3	ALL	Allstate Corp	4,930	$1,173,044
4	WRB	Berkley W R Corp This page	8,661	$610,860
5	PGR	Progressive Corp/Oh/	1,567	$342,311
6	MKL	Markel Group Inc.	105	$205,066

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,860	8,661	+28.4%	Shares	Sole	2026-07-07
2026-03-31	$446,992	6,744	+18.0%	Shares	Sole	2026-04-08
2025-12-31	$400,665	5,714	+15.7%	Shares	Sole	2026-01-09
2025-09-30	$378,349	4,938	+22.5%	Shares	Sole	2025-10-09
2025-06-30	$296,084	4,030	+2.8%	Shares	Sole	2025-07-09
2025-03-31	$279,018	3,921	—	Shares	Sole	2025-04-17
No filing history on record for this holder in this stock.