Swiss Life Asset Management Ltd

Position in WRB — Berkley W R Corp

CIK 1637689 Zurich, V8

Position in WRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,709,499

+$652,700 QoQ

Shares Held

66,773

+9.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#201

of 933 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $151,955,182 across 22 Insurance - Property & Casualty names. WRB ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	221,675	$48,424,903
2	TRV	Travelers Companies, Inc.	97,174	$32,079,080
3	ALL	Allstate Corp	96,836	$23,041,156
4	CB	Chubb Ltd	59,917	$20,416,117
5	CINF	Cincinnati Financial Corp	48,186	$8,921,156
6	WRB	Berkley W R Corp This page	66,773	$4,709,499
7	L	Loews Corp	41,143	$4,657,798
8	MKL	Markel Group Inc.	1,390	$2,714,683

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,709,499	66,773	+9.1%	Shares	Defined	2026-07-29
2026-03-31	$4,056,799	61,207	-42.5%	Shares	Defined	2026-05-14
2025-12-31	$7,465,815	106,472	-25.7%	Shares	Sole	2026-02-04
2025-09-30	$10,986,847	143,394	-13.5%	Shares	Sole	2025-12-02
2025-06-30	$12,176,844	165,739	+40.5%	Shares	Sole	2025-12-02
2025-03-31	$8,396,807	117,999	+6.0%	Shares	Defined	2025-12-02
2024-12-31	$6,515,733	111,342	+1955.0%	Shares	Sole	2025-12-09
2024-09-30	$307,363	5,418	+30.6%	Shares	Sole	2025-12-09
2024-06-30	$326,107	4,150	-25.0%	Shares	Sole	2025-12-09
2024-03-31	$489,338	5,533	-24.1%	Shares	Sole	2025-12-09
2023-12-31	$515,761	7,293	-66.0%	Shares	Sole	2025-12-09
2023-06-30	$1,278,873	21,472	0.0%	Shares	Sole	2025-12-09
2023-03-31	$1,336,847	21,472	+29.9%	Shares	Sole	2025-12-09
2022-03-31	$1,100,532	16,527	-49.0%	Shares	Sole	2025-12-09
2020-03-31	$1,692,136	32,435	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.