Beacon Pointe Advisors, LLC

Position in WRB — Berkley W R Corp

CIK 1744317 NEWPORT BEACH, CA

Position in WRB

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,902,264

+$122,978 QoQ

Shares Held

26,971

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#315

of 947 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $74,287,115 across 16 Insurance - Property & Casualty names. WRB ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	87,379	$29,773,520
2	CINF	Cincinnati Financial Corp	59,811	$11,073,408
3	PGR	Progressive Corp/Oh/	42,790	$9,347,475
4	TRV	Travelers Companies, Inc.	23,383	$7,719,195
5	MKL	Markel Group Inc.	2,152	$4,202,877
6	ALL	Allstate Corp	15,461	$3,678,790
7	WRB	Berkley W R Corp This page	26,971	$1,902,264
8	L	Loews Corp	15,790	$1,787,585

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,902,264	26,971	+0.5%	Shares	Sole	2026-08-18
2026-03-31	$1,779,286	26,845	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$1,835,811	26,181	+1.9%	Shares	Sole	2026-02-18
2025-09-30	$1,968,444	25,691	+12.6%	Shares	Sole	2025-11-14
2025-06-30	$1,675,630	22,807	-5.6%	Shares	Sole	2025-08-13
2025-03-31	$1,719,225	24,160	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$1,429,468	24,427	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,401,571	24,706	-5.1%	Shares	Sole	2024-11-14
2024-06-30	$2,045,281	26,028	-10.8%	Shares	Sole	2024-08-12
2024-03-31	$2,581,652	29,191	-1.9%	Shares	Sole	2024-05-14
2023-12-31	$2,104,416	29,757	+13.6%	Shares	Sole	2024-02-08
2023-09-30	$1,663,375	26,199	+455.7%	Shares	Sole	2023-11-14
2022-03-31	$313,971	4,715	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.