Steward Partners Investment Advisory, LLC
Position in WRB — Berkley W R Corp
CIK 1723397
STAMFORD, CT
Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,071,042
-$69,404 QoQ
Shares Held
29,364
-9.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#308
of 950 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. WRB ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
This page
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,071,042 | 29,364 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,140,446 | 32,294 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,259,196 | 32,219 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,420,962 | 31,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,709,279 | 36,876 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,549,247 | 49,877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,343,374 | 40,044 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,197,550 | 38,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,973,852 | 25,119 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,018,996 | 22,829 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,474,230 | 20,846 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $973,746 | 15,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $787,026 | 13,214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $663,194 | 10,652 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $503,708 | 6,941 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $428,552 | 6,636 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $159,933 | 2,343 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $85,901 | 1,290 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,040 | 134 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,342 | 155 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,792 | 145 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,514 | 113 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,586 | 54 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,762 | 454 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,093 | 54 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,817 | 54 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||