Foundations Investment Advisors, LLC
EndowmentPosition in WRB — Berkley W R Corp
CIK 1743404
PHOENIX, AZ
Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,353
-$45,086 QoQ
Shares Held
3,025
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#702
of 947 holders
Holding Since
Sep 2024
6 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, 2026Foundations Investment Advisors, LLC holds $9,799,110 across 7 Insurance - Property & Casualty names. WRB ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
18,419 | $4,382,616 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,590 | $1,439,585 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,837 | $1,266,670 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,433 | $1,163,313 | |
| 5 | CB |
Chubb Ltd
|
2,375 | $809,257 | |
| 6 | CINF |
Cincinnati Financial Corp
|
2,832 | $524,316 | |
| 7 | WRB |
Berkley W R Corp
This page
|
3,025 | $213,353 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,353 | 3,025 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $258,439 | 3,373 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $361,178 | 4,916 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $811,152 | 11,399 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $252,572 | 4,316 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $236,450 | 4,168 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||