Sowell Financial Services LLC

Position in WRB — Berkley W R Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in WRB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$242,834

+$21,128 QoQ

Shares Held

3,443

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#675

of 947 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. WRB ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	14,315	$3,406,111
2	UVE	Universal Insurance Holdings, Inc.	80,634	$3,335,022
3	CB	Chubb Ltd	7,236	$2,465,594
4	MKL	Markel Group Inc.	543	$1,060,484
5	PGR	Progressive Corp/Oh/	2,743	$599,208
6	L	Loews Corp	2,463	$278,836
7	WRB	Berkley W R Corp This page	3,443	$242,834
8	AFG	American Financial Group Inc	1,708	$239,017

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,834	3,443	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$221,706	3,345	-1.6%	Shares	Sole	2026-04-20
2025-12-31	$238,408	3,400	+2.5%	Shares	Sole	2026-01-21
2025-09-30	$254,148	3,317	-13.8%	Shares	Sole	2025-10-17
2025-06-30	$282,565	3,846	-3.9%	Shares	Sole	2025-07-14
2025-03-31	$284,782	4,002	+38.0%	Shares	Sole	2025-04-17
2021-03-31	$218,439	2,899	-21.8%	Shares	Sole	2021-05-07
2020-12-31	$246,351	3,709	+7.8%	Shares	Sole	2021-01-13
2020-09-30	$210,417	3,441	-6.1%	Shares	Sole	2020-11-12
2020-06-30	$209,910	3,664	-4.4%	Shares	Sole	2020-08-13
2020-03-31	$199,915	3,832	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.