BUTENSKY & COHEN FINANCIAL SECURITY, INC

Position in WRB — Berkley W R Corp

CIK 1632802 PONTE VEDRA BEACH, FL

Back to WRB Full portfolio

Position in WRB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,657,070

+$401,663 QoQ

Shares Held

80,208

+1.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#182

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

BUTENSKY & COHEN FINANCIAL SECURITY, INC holds $12,509,028 across 2 Insurance - Property & Casualty names. WRB ranks #2 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALL	Allstate Corp	28,797	$6,851,958
2	WRB	Berkley W R Corp This page	80,208	$5,657,070

All Filings in WRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,657,070	80,208	+1.2%	Shares	Sole	2026-07-10
2026-03-31	$5,255,407	79,291	+1.7%	Shares	Sole	2026-04-09
2025-12-31	$5,467,396	77,972	+1.5%	Shares	Sole	2026-01-13
2025-09-30	$5,887,633	76,842	+0.5%	Shares	Sole	2025-10-20
2025-06-30	$5,619,278	76,484	-10.3%	Shares	Sole	2025-07-11
2025-03-31	$6,065,179	85,233	-1.3%	Shares	Sole	2025-04-11
2024-12-31	$5,053,143	86,349	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$4,881,559	86,049	+50.2%	Shares	Sole	2024-10-16
2024-06-30	$4,501,222	57,282	+4.3%	Shares	Sole	2024-07-11
2024-03-31	$4,856,593	54,914	-5.4%	Shares	Sole	2024-04-05
2023-12-31	$4,106,218	58,063	+4.9%	Shares	Sole	2024-01-16
2023-09-30	$3,514,428	55,354	+6.8%	Shares	Sole	2023-10-04
2023-06-30	$3,087,592	51,840	+3.6%	Shares	Sole	2023-07-11
2023-03-31	$3,116,862	50,062	+2.3%	Shares	Sole	2023-04-11
2022-12-31	$3,550,051	48,919	-1.7%	Shares	Sole	2023-01-10
2022-09-30	$3,213,627	49,762	+4.2%	Shares	Sole	2022-10-11
2022-06-30	$3,259,417	47,750	-4.3%	Shares	Sole	2022-07-14
2022-03-31	$3,320,973	49,872	+48.6%	Shares	Sole	2022-04-14
2021-12-31	$2,765,833	33,570	+0.4%	Shares	Sole	2022-01-14
2021-09-30	$2,445,672	33,420	+2.8%	Shares	Sole	2021-10-13
2021-06-30	$2,418,975	32,500	+2.2%	Shares	Sole	2021-07-16
2021-03-31	$2,396,507	31,805	+4.3%	Shares	Sole	2021-04-13
2020-12-31	$2,024,481	30,480	+1.7%	Shares	Sole	2021-01-12
2020-09-30	$1,832,666	29,970	-0.3%	Shares	Sole	2020-10-13
2020-06-30	$1,721,391	30,047	+8.8%	Shares	Sole	2020-08-10
2020-03-31	$1,441,302	27,627	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.