Lantz Financial LLC

Position in WRB — Berkley W R Corp

CIK 1766883 NAPERVILLE, IL

Position in WRB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$216,033

+$3,289 QoQ

Shares Held

3,063

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#701

of 947 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,290,488 across 5 Insurance - Property & Casualty names. WRB ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,298	$2,827,460
2	PGR	Progressive Corp/Oh/	7,273	$1,588,786
3	CINF	Cincinnati Financial Corp	2,209	$408,974
4	THG	Hanover Insurance Group, Inc.	1,164	$249,235
5	WRB	Berkley W R Corp This page	3,063	$216,033

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,033	3,063	+1.0%	Shares	Sole	2026-07-09
2025-12-31	$212,744	3,034	-1.8%	Shares	Sole	2026-01-14
2025-09-30	$236,832	3,091	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$226,654	3,085	-2.9%	Shares	Sole	2025-07-11
2025-03-31	$226,146	3,178	—	Shares	Sole	2025-04-08
No filing history on record for this holder in this stock.