Wealthspire Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1646247 NEW YORK, NY

Position in WRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$385,164

+$20,028 QoQ

Shares Held

5,461

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#585

of 947 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $17,520,223 across 6 Insurance - Property & Casualty names. WRB ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	45,054	$9,842,046
2	CB	Chubb Ltd	9,863	$3,360,718
3	TRV	Travelers Companies, Inc.	5,496	$1,814,339
4	ALL	Allstate Corp	6,209	$1,477,369
5	MKL	Markel Group Inc.	328	$640,587
6	WRB	Berkley W R Corp This page	5,461	$385,164

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,164	5,461	-0.9%	Shares	Sole	2026-08-11
2026-03-31	$365,136	5,509	-16.8%	Shares	Sole	2026-05-01
2025-12-31	$464,474	6,624	+15.3%	Shares	Sole	2026-02-13
2025-09-30	$440,335	5,747	-10.9%	Shares	Sole	2025-11-14
2025-06-30	$474,028	6,452	-14.9%	Shares	Sole	2025-08-11
2025-03-31	$539,392	7,580	+17.5%	Shares	Sole	2025-05-09
2024-12-31	$377,571	6,452	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.