Caprock Group, LLC

Position in WRB — Berkley W R Corp

CIK 1610769 BOISE, ID

Position in WRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$693,098

+$234,242 QoQ

Shares Held

9,827

+41.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#477

of 947 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $26,366,125 across 14 Insurance - Property & Casualty names. WRB ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	23,818	$5,667,254
2	TRV	Travelers Companies, Inc.	15,318	$5,056,778
3	PGR	Progressive Corp/Oh/	22,072	$4,821,628
4	CB	Chubb Ltd	11,882	$4,048,672
5	L	Loews Corp	12,696	$1,437,314
6	MKL	Markel Group Inc.	472	$921,820
7	THG	Hanover Insurance Group, Inc.	3,999	$856,265
8	WRB	Berkley W R Corp This page	9,827	$693,098

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,098	9,827	+41.9%	Shares	Sole	2026-07-27
2026-03-31	$458,856	6,923	-20.0%	Shares	Sole	2026-05-11
2025-09-30	$662,763	8,650	-34.1%	Shares	Sole	2025-11-06
2025-03-31	$934,686	13,135	+41.9%	Shares	Sole	2025-05-15
2024-12-31	$541,602	9,255	+49.8%	Shares	Sole	2025-01-23
2024-09-30	$350,421	6,177	+88.1%	Shares	Sole	2024-11-07
2024-06-30	$258,056	3,284	-9.1%	Shares	Sole	2024-08-06
2024-03-31	$319,445	3,612	+5.9%	Shares	Sole	2024-04-29
2023-12-31	$241,155	3,410	-13.9%	Shares	Sole	2024-01-18
2023-03-31	$246,549	3,960	+8.0%	Shares	Sole	2023-04-26
2022-12-31	$266,114	3,667	-50.9%	Shares	Sole	2023-01-23
2022-09-30	$481,960	7,463	-7.2%	Shares	Sole	2022-11-07
2022-06-30	$548,947	8,042	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.