PERSONAL CFO SOLUTIONS, LLC

Position in WRB — Berkley W R Corp

CIK 1677501 CHESTER, NJ

Position in WRB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,682,563

+$104,967 QoQ

Shares Held

23,856

+0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#338

of 947 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. WRB ranks #2 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	200,378	$68,276,799
2	WRB	Berkley W R Corp This page	23,856	$1,682,563
3	L	Loews Corp	10,419	$1,179,534
4	ALL	Allstate Corp	4,805	$1,143,301
5	TRV	Travelers Companies, Inc.	1,839	$607,090
6	PGR	Progressive Corp/Oh/	2,623	$572,994
7	KNSL	Kinsale Capital Group, Inc.	682	$224,930

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,682,563	23,856	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$1,577,596	23,802	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$1,643,472	23,438	-2.6%	Shares	Defined	2026-01-22
2025-09-30	$1,844,013	24,067	-0.1%	Shares	Defined	2025-11-10
2025-06-30	$1,770,112	24,093	+0.5%	Shares	Defined	2025-08-12
2025-03-31	$1,705,847	23,972	+0.1%	Shares	Defined	2025-04-30
2024-12-31	$1,401,261	23,945	+0.1%	Shares	Defined	2025-02-07
2024-09-30	$1,357,605	23,931	+50.7%	Shares	Defined	2024-11-14
2024-06-30	$1,247,536	15,876	-0.5%	Shares	Defined	2024-08-09
2024-03-31	$1,410,971	15,954	+0.0%	Shares	Defined	2024-05-13
2023-12-31	$1,128,126	15,952	-4.9%	Shares	Defined	2024-02-13
2023-09-30	$1,064,855	16,772	-0.0%	Shares	Defined	2023-11-13
2023-06-30	$999,000	16,773	-14.3%	Shares	Defined	2023-08-10
2023-03-31	$1,217,868	19,561	-6.0%	Shares	Defined	2023-05-09
2022-12-31	$1,510,834	20,819	+4.5%	Shares	Defined	2023-02-14
2022-09-30	$1,286,626	19,923	+23.8%	Shares	Defined	2022-11-01
2022-06-30	$1,098,167	16,088	+0.0%	Shares	Defined	2022-08-05
2022-03-31	$1,071,165	16,086	+52.1%	Shares	Defined	2022-05-02
2021-12-31	$871,521	10,578	+0.0%	Shares	Defined	2022-02-11
2021-09-30	$773,877	10,575	+9.3%	Shares	Defined	2021-11-18
2021-06-30	$720,259	9,677	+34.0%	Shares	Defined	2021-07-22
2021-03-31	$544,253	7,223	+1.2%	Shares	Defined	2021-04-21
2020-12-31	$473,906	7,135	+2.2%	Shares	Defined	2021-02-09
2020-09-30	$427,010	6,983	+15.0%	Shares	Defined	2020-11-02
2020-06-30	$347,864	6,072	—	Shares	Defined	2020-08-03
No filing history on record for this holder in this stock.