Prime Capital Investment Advisors, LLC
Position in WRB — Berkley W R Corp
CIK 1731446
OVERLAND PARK, KS
Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$403,078
+$20,974 QoQ
Shares Held
5,715
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 947 holders
Holding Since
Jun 2022
13 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, 2026Prime Capital Investment Advisors, LLC holds $8,186,365 across 7 Insurance - Property & Casualty names. WRB ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,322 | $2,835,638 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,115 | $1,991,171 | |
| 3 | ALL |
Allstate Corp
|
4,814 | $1,145,443 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,069 | $1,013,138 | |
| 5 | ORI |
Old Republic International Corp
|
9,858 | $403,389 | |
| 6 | WRB |
Berkley W R Corp
This page
|
5,715 | $403,078 | |
| 7 | MKL |
Markel Group Inc.
|
202 | $394,508 |
All Filings in WRB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,078 | 5,715 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $382,104 | 5,765 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $407,677 | 5,814 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $459,260 | 5,994 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $434,060 | 5,908 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $439,270 | 6,173 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $336,665 | 5,753 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $322,226 | 5,680 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $291,767 | 3,713 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $332,799 | 3,763 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $265,483 | 3,754 | Shares | Sole | 2024-01-24 | |
| 2022-12-31 | $224,604 | 3,095 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $207,578 | 3,041 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||