WADDELL & ASSOCIATES, LLC

Position in WRB — Berkley W R Corp

CIK 1776757 MEMPHIS, TN

Position in WRB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$219,348

New position

Shares Held

3,110

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#696

of 947 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $5,028,435 across 6 Insurance - Property & Casualty names. WRB ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,596	$1,906,781
2	ALL	Allstate Corp	4,660	$1,108,800
3	TRV	Travelers Companies, Inc.	3,059	$1,009,837
4	PGR	Progressive Corp/Oh/	2,421	$528,867
5	THG	Hanover Insurance Group, Inc.	1,190	$254,802
6	WRB	Berkley W R Corp This page	3,110	$219,348

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,348	3,110	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.