Measured Wealth Private Client Group, LLC
Position in WRB — Berkley W R Corp
CIK 1720235
PORTSMOUTH, NH
Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$66,721
+$1,104 QoQ
Shares Held
946
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#756
of 947 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $2,226,528 across 10 Insurance - Property & Casualty names. WRB ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCY |
Mercury General Corp
|
8,912 | $950,197 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,524 | $833,222 | |
| 3 | CB |
Chubb Ltd
|
383 | $130,503 | |
| 4 | ALL |
Allstate Corp
|
443 | $105,407 | |
| 5 | ORI |
Old Republic International Corp
|
1,909 | $78,116 | |
| 6 | WRB |
Berkley W R Corp
This page
|
946 | $66,721 | |
| 7 | MKL |
Markel Group Inc.
|
15 | $29,295 | |
| 8 | CNA |
Cna Financial Corp
|
306 | $14,874 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,721 | 946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $65,617 | 990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $69,418 | 990 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $75,853 | 990 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||