WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WRB — Berkley W R Corp
CIK 1632972
PLYMOUTH, MN
Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$26,647,009
+$19,299,540 QoQ
Shares Held
377,811
+240.8% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3
of 107 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 2.4660478387341818.ToString("F0")%
Shared 0.ToString("F0")%
None 97.53395216126582.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. WRB ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
This page
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in WRB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,647,009 | 377,811 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,347,469 | 110,855 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,811,643 | 168,449 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,996,349 | 143,518 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,797,370 | 51,686 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,753,667 | 24,644 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,730,650 | 63,750 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $759,557 | 13,389 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $395,414 | 7,548 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $440,077 | 7,464 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $331,677 | 7,035 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $307,037 | 7,254 | Shares | Sole | 2023-11-13 | |
| 2020-03-31 | $391,553 | 16,887 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||