Cornerstone Wealth Management, LLC

Position in WRB — Berkley W R Corp

CIK 1674117 ST. PETERS, MO

Position in WRB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$317,808

+$19,151 QoQ

Shares Held

4,506

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#618

of 947 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $4,555,614 across 5 Insurance - Property & Casualty names. WRB ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,111	$2,423,002
2	TRV	Travelers Companies, Inc.	4,172	$1,377,260
3	WRB	Berkley W R Corp This page	4,506	$317,808
4	ALL	Allstate Corp	997	$237,226
5	PGR	Progressive Corp/Oh/	917	$200,318

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,808	4,506	0.0%	Shares	Sole	2026-07-22
2026-03-31	$298,657	4,506	0.0%	Shares	Sole	2026-04-24
2025-12-31	$315,960	4,506	0.0%	Shares	Sole	2026-02-05
2025-09-30	$345,249	4,506	0.0%	Shares	Sole	2025-11-04
2025-06-30	$331,055	4,506	0.0%	Shares	Sole	2025-08-12
2025-03-31	$320,646	4,506	0.0%	Shares	Sole	2025-04-18
2024-12-31	$263,691	4,506	0.0%	Shares	Sole	2025-01-21
2024-09-30	$255,625	4,506	+50.0%	Shares	Sole	2024-10-16
2024-06-30	$236,054	3,004	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$265,231	2,999	+2.3%	Shares	Sole	2024-04-19
2023-12-31	$207,421	2,933	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.