Avestar Capital, LLC

Position in WRB — Berkley W R Corp

CIK 1704404 New York, NY

Position in WRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$244,104

+$13,781 QoQ

Shares Held

3,461

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#673

of 947 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Avestar Capital, LLC holds $2,964,863 across 5 Insurance - Property & Casualty names. WRB ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,873	$978,946
2	PGR	Progressive Corp/Oh/	3,809	$832,076
3	TRV	Travelers Companies, Inc.	1,573	$519,278
4	ALL	Allstate Corp	1,641	$390,459
5	WRB	Berkley W R Corp This page	3,461	$244,104

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,104	3,461	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$230,323	3,475	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$244,368	3,485	-1.7%	Shares	Sole	2026-02-10
2025-09-30	$271,694	3,546	-4.5%	Shares	Sole	2025-11-07
2025-06-30	$272,794	3,713	-0.9%	Shares	Sole	2025-08-13
2025-03-31	$266,565	3,746	-18.0%	Shares	Sole	2025-05-14
2024-12-31	$267,494	4,571	+6.7%	Shares	Sole	2025-01-29
2024-09-30	$242,917	4,282	+50.9%	Shares	Sole	2024-11-13
2024-06-30	$223,010	2,838	-44.4%	Shares	Sole	2024-08-08
2024-03-31	$451,486	5,105	+1.8%	Shares	Sole	2024-05-10
2023-12-31	$354,731	5,016	-1.8%	Shares	Sole	2024-02-12
2023-09-30	$324,370	5,109	+27.2%	Shares	Sole	2023-10-20
2023-06-30	$239,133	4,015	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.