HORIZON FINANCIAL SERVICES, LLC

Position in WRB — Berkley W R Corp

CIK 1674020 WINSTON SALEM, NC

Position in WRB

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

Position Value

$54,872

+$12,785 QoQ

Shares Held

778

+22.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#766

of 947 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $123,660 across 5 Insurance - Property & Casualty names. WRB ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	778	$54,872
2	MKL	Markel Group Inc.	27	$52,731
3	L	Loews Corp	112	$12,679
4	LMND	Lemonade, Inc.	30	$1,951
5	ALL	Allstate Corp	6	$1,427

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,872	778	+22.5%	Shares	Sole	2026-07-20
2026-03-31	$42,087	635	+136.9%	Shares	Sole	2026-04-15
2025-12-31	$18,792	268	+14.5%	Shares	Sole	2026-01-12
2025-09-30	$17,929	234	+457.1%	Shares	Sole	2025-11-12
2025-06-30	$3,085	42	-48.8%	Shares	Sole	2025-08-12
2021-12-31	$6,755	82	0.0%	Shares	Sole	2022-01-31
2021-09-30	$6,000	82	0.0%	Shares	Sole	2021-10-22
2021-06-30	$6,103	82	0.0%	Shares	Sole	2021-07-22
2021-03-31	$6,178	82	0.0%	Shares	Sole	2021-04-21
2020-12-31	$5,446	82	0.0%	Shares	Sole	2021-01-19
2020-09-30	$5,014	82	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.