Bryn Mawr Trust Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1700481 PHILADELPHIA, PA

Position in WRB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$372,539

-$11,354 QoQ

Shares Held

5,282

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#589

of 947 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Financial Services · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $3,239,991 across 4 Insurance - Property & Casualty names. WRB ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,875	$1,397,897
2	CB	Chubb Ltd	3,243	$1,105,019
3	WRB	Berkley W R Corp This page	5,282	$372,539
4	L	Loews Corp	3,220	$364,536

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,539	5,282	-8.8%	Shares	Sole	2026-08-03
2026-03-31	$383,893	5,792	-12.2%	Shares	Sole	2026-05-04
2025-12-31	$462,721	6,599	-11.8%	Shares	Sole	2026-02-04
2025-09-30	$573,500	7,485	-38.4%	Shares	Sole	2025-11-04
2025-06-30	$893,101	12,156	+27.8%	Shares	Sole	2025-08-06
2025-03-31	$677,016	9,514	-2.8%	Shares	Sole	2025-05-02
2024-12-31	$573,027	9,792	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.