Integrated Wealth Concepts LLC

Position in WRB — Berkley W R Corp

CIK 1737109 WALTHAM, MA

Position in WRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$849,392

-$95,098 QoQ

Shares Held

12,043

-15.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#443

of 933 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. WRB ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	92,721	$20,254,902
2	CINF	Cincinnati Financial Corp	50,226	$9,298,841
3	CB	Chubb Ltd	24,844	$8,465,344
4	TRV	Travelers Companies, Inc.	15,106	$4,986,792
5	ALL	Allstate Corp	7,778	$1,850,697
6	WRB	Berkley W R Corp This page	12,043	$849,392
7	L	Loews Corp	5,957	$674,391
8	MKL	Markel Group Inc.	311	$607,386

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$849,392	12,043	-15.5%	Shares	Sole	2026-08-12
2026-03-31	$944,490	14,250	+14.1%	Shares	Other	2026-05-15
2025-09-30	$956,753	12,487	-45.6%	Shares	Other	2025-11-14
2025-06-30	$1,685,769	22,945	+31.1%	Shares	Other	2025-08-14
2025-03-31	$1,245,869	17,508	-4.7%	Shares	Other	2025-05-15
2024-12-31	$1,074,719	18,365	+10.9%	Shares	Other	2025-02-14
2024-09-30	$939,392	16,559	+43.5%	Shares	Other	2024-11-14
2024-06-30	$906,970	11,542	-5.1%	Shares	Other	2024-08-14
2024-03-31	$1,075,253	12,158	+0.8%	Shares	Other	2024-05-15
2023-12-31	$852,954	12,061	-5.7%	Shares	Other	2024-02-13
2023-09-30	$811,783	12,786	+2.5%	Shares	Other	2023-11-15
2023-06-30	$742,654	12,469	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.