Venturi Wealth Management, LLC

Position in WRB — Berkley W R Corp

CIK 1666363 AUSTIN, TX

Position in WRB

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

Position Value

$501,679

+$24,464 QoQ

Shares Held

7,113

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#537

of 950 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. WRB ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	92,090	$20,117,060
2	CB	Chubb Ltd	4,141	$1,411,004
3	ORI	Old Republic International Corp	16,605	$679,476
4	KNSL	Kinsale Capital Group, Inc.	1,768	$583,104
5	WRB	Berkley W R Corp This page	7,113	$501,679
6	WTM	White Mountains Insurance Group Ltd	213	$441,632
7	TRV	Travelers Companies, Inc.	727	$239,997
8	ALL	Allstate Corp	896	$213,194

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,679	7,113	-1.2%	Shares	Sole	2026-07-20
2026-03-31	$477,215	7,200	-26.1%	Shares	Other	2026-04-21
2025-12-31	$682,757	9,737	-26.1%	Shares	Sole	2026-01-22
2025-09-30	$1,008,931	13,168	+0.5%	Shares	Other	2025-10-23
2025-06-30	$962,603	13,102	-11.5%	Shares	Other	2025-07-23
2025-03-31	$1,053,594	14,806	+2.9%	Shares	Sole	2025-05-06
2024-12-31	$842,219	14,392	+18.3%	Shares	Sole	2025-01-31
2024-09-30	$689,892	12,161	+136.7%	Shares	Sole	2024-11-04
2024-06-30	$403,665	5,137	+1273.5%	Shares	Sole	2024-07-19
2024-03-31	$33,076	374	+0.8%	Shares	Other	2024-04-23
2023-12-31	$26,237	371	+6.3%	Shares	Other	2024-01-23
2023-09-30	$22,158	349	0.0%	Shares	Other	2023-11-02
2023-06-30	$20,786	349	+42.4%	Shares	Other	2023-07-24
2023-03-31	$15,253	245	—	Shares	Other	2023-05-02
No filing history on record for this holder in this stock.