Stratos Investment Management, LLC

Position in WRB — Berkley W R Corp

CIK 1707206 BEACHWOOD, OH

Position in WRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$262,512

+$30,069 QoQ

Shares Held

3,722

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#658

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $3,226,384 across 6 Insurance - Property & Casualty names. WRB ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	6,209	$1,477,369
2	PGR	Progressive Corp/Oh/	2,684	$586,319
3	CB	Chubb Ltd	1,039	$354,028
4	CINF	Cincinnati Financial Corp	1,535	$284,189
5	WRB	Berkley W R Corp This page	3,722	$262,512
6	L	Loews Corp	2,314	$261,967

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,512	3,722	+6.1%	Shares	Sole	2026-08-11
2026-03-31	$232,443	3,507	+2.5%	Shares	Sole	2026-04-28
2025-12-31	$240,020	3,423	-1.0%	Shares	Sole	2026-01-20
2025-09-30	$265,028	3,459	+1.3%	Shares	Sole	2025-11-06
2025-06-30	$250,826	3,414	+3.0%	Shares	Sole	2025-07-29
2025-03-31	$235,824	3,314	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.