Steward Partners Investment Advisory, LLC

Position in WRB — Berkley W R Corp

CIK 1723397 STAMFORD, CT

Back to WRB Full portfolio

Position in WRB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,140,446

-$118,750 QoQ

Shares Held

32,294

+0.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $96,932,565 across 26 Insurance - Property & Casualty names. WRB ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	129,303	$42,143,726
2	ALL	Allstate Corp	131,770	$27,321,191
3	PGR	Progressive Corp/Oh/	37,871	$7,507,547
4	TRV	Travelers Companies, Inc.	22,575	$6,584,676
5	MKL	Markel Group Inc.	3,057	$5,851,311
6	WRB	Berkley W R Corp This page	32,294	$2,140,446
7	KNSL	Kinsale Capital Group, Inc.	6,144	$2,099,159
8	CINF	Cincinnati Financial Corp	5,256	$827,031

All Filings in WRB

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,140,446	32,294	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$2,259,196	32,219	+2.0%	Shares	Sole	2026-02-12
2025-09-30	$2,420,962	31,597	-14.3%	Shares	Sole	2025-11-12
2025-06-30	$2,709,279	36,876	-26.1%	Shares	Sole	2025-08-12
2025-03-31	$3,549,247	49,877	+24.6%	Shares	Sole	2025-05-13
2024-12-31	$2,343,374	40,044	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$2,197,550	38,737	+54.2%	Shares	Sole	2024-11-14
2024-06-30	$1,315,901	25,119	+10.0%	Shares	Sole	2024-08-08
2024-03-31	$1,345,997	22,829	+9.5%	Shares	Sole	2024-05-15
2023-12-31	$982,820	20,846	+35.9%	Shares	Sole	2024-02-12
2023-09-30	$649,164	15,337	+16.1%	Shares	Sole	2023-11-13
2023-06-30	$524,684	13,214	+24.1%	Shares	Sole	2023-08-14
2023-03-31	$442,129	10,652	+53.5%	Shares	Sole	2023-05-15
2022-12-31	$335,805	6,941	+4.6%	Shares	Sole	2023-02-15
2022-09-30	$285,701	6,636	+183.2%	Shares	Sole	2022-11-10
2022-06-30	$106,622	2,343	+81.6%	Shares	Sole	2022-08-04
2022-03-31	$57,267	1,290	+862.7%	Shares	Sole	2022-05-02
2021-12-31	$4,906	134	-13.5%	Shares	Sole	2022-02-08
2021-09-30	$5,041	155	+6.9%	Shares	Sole	2021-11-12
2021-06-30	$4,796	145	+28.3%	Shares	Sole	2021-08-13
2021-03-31	$3,784	113	+109.3%	Shares	Sole	2021-05-17
2020-12-31	$1,594	54	-88.1%	Shares	Sole	2021-02-11
2020-09-30	$12,338	454	+740.7%	Shares	Sole	2020-10-30
2020-06-30	$1,374	54	0.0%	Shares	Sole	2020-08-06
2020-03-31	$1,252	54	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.