Valeo Financial Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1722641 CARMEL, IN

Position in WRB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$266,180

+$26,711 QoQ

Shares Held

3,774

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#654

of 947 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. WRB ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	4,295	$1,417,865
2	CB	Chubb Ltd	3,651	$1,244,041
3	CINF	Cincinnati Financial Corp	5,941	$1,099,916
4	ALL	Allstate Corp	4,486	$1,067,398
5	PGR	Progressive Corp/Oh/	2,378	$519,474
6	WRB	Berkley W R Corp This page	3,774	$266,180
7	MKL	Markel Group Inc.	122	$238,267

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,180	3,774	+4.5%	Shares	Sole	2026-07-08
2026-03-31	$239,469	3,613	-26.6%	Shares	Sole	2026-05-08
2025-12-31	$345,060	4,921	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$366,856	4,788	+3.3%	Shares	Sole	2025-11-03
2025-06-30	$340,680	4,637	-3.0%	Shares	Sole	2025-09-12
2025-03-31	$340,002	4,778	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$276,038	4,717	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$267,879	4,722	+83.7%	Shares	Sole	2024-10-10
2024-06-30	$201,950	2,570	+3237.7%	Shares	Sole	2024-07-10
2021-03-31	$5,801	77	0.0%	Shares	Sole	2021-04-12
2020-12-31	$5,114	77	0.0%	Shares	Sole	2021-02-11
2020-09-30	$4,708	77	0.0%	Shares	Sole	2020-10-28
2020-06-30	$4,411	77	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.