CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WRB — Berkley W R Corp
CIK 1766904
RICHMOND, VA
Position in WRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$150,718
-$12,791 QoQ
Shares Held
2,137
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#724
of 947 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,921,021 across 7 Insurance - Property & Casualty names. WRB ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,792 | $610,601 | |
| 2 | ALL |
Allstate Corp
|
1,482 | $352,621 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,048 | |
| 4 | PGR |
Progressive Corp/Oh/
|
951 | $207,742 | |
| 5 | MKL |
Markel Group Inc.
|
99 | $193,347 | |
| 6 | WRB |
Berkley W R Corp
This page
|
2,137 | $150,718 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
322 | $68,944 |
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,718 | 2,137 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $163,509 | 2,467 | Shares | Other | 2026-04-29 | |
| 2025-09-30 | $204,418 | 2,668 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $191,458 | 2,606 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $207,571 | 2,917 | Shares | Other | 2025-05-09 | |
| 2023-09-30 | $58,854 | 927 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $12,452 | 200 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||