Coastal Bridge Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1665976 WESTPORT, CT

Position in WRB

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$648,029

-$33,395 QoQ

Shares Held

9,188

-10.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#491

of 947 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $9,599,892 across 5 Insurance - Property & Casualty names. WRB ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	17,851	$4,247,466
2	CB	Chubb Ltd	8,045	$2,741,253
3	TRV	Travelers Companies, Inc.	4,262	$1,406,971
4	WRB	Berkley W R Corp This page	9,188	$648,029
5	PGR	Progressive Corp/Oh/	2,546	$556,173

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,029	9,188	-10.6%	Shares	Sole	2026-08-17
2026-03-31	$681,424	10,281	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$720,623	10,277	+1.5%	Shares	Sole	2026-02-18
2025-09-30	$775,624	10,123	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$746,234	10,157	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.