Sound View Wealth Advisors Group, LLC

Position in WRB — Berkley W R Corp

CIK 1784777 SAVANNAH, GA

Position in WRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,296,783

+$197,928 QoQ

Shares Held

46,743

-0.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#253

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,153,711 across 5 Insurance - Property & Casualty names. WRB ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	18,341	$4,006,591
2	WRB	Berkley W R Corp This page	46,743	$3,296,783
3	TRV	Travelers Companies, Inc.	2,224	$734,186
4	CB	Chubb Ltd	2,069	$704,991
5	ALL	Allstate Corp	1,728	$411,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,296,783	46,743	-0.0%	Shares	Sole	2026-08-11
2026-03-31	$3,098,855	46,754	-0.0%	Shares	Sole	2026-05-06
2025-12-31	$3,280,003	46,777	+0.0%	Shares	Sole	2026-01-08
2025-09-30	$3,583,210	46,766	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$3,438,910	46,807	-1.0%	Shares	Sole	2025-08-07
2025-03-31	$3,363,662	47,269	-1.3%	Shares	Sole	2025-05-08
2024-12-31	$2,803,166	47,901	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,716,742	47,889	+54.6%	Shares	Sole	2024-11-12
2024-06-30	$2,434,095	30,976	+0.3%	Shares	Sole	2024-08-05
2024-03-31	$2,730,408	30,873	-3.2%	Shares	Sole	2024-05-09
2023-12-31	$2,256,323	31,905	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$2,019,110	31,802	+3.3%	Shares	Sole	2023-11-07
2023-06-30	$1,833,615	30,786	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$1,914,558	30,751	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$2,315,345	31,905	+3.8%	Shares	Sole	2024-02-13
2022-09-30	$1,985,445	30,744	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$2,098,382	30,741	0.0%	Shares	Sole	2022-08-05
2022-03-31	$2,047,041	30,741	+50.0%	Shares	Sole	2022-05-11
2021-12-31	$1,688,501	20,494	+0.0%	Shares	Sole	2022-01-20
2021-09-30	$1,499,602	20,492	+0.0%	Shares	Sole	2021-10-21
2021-06-30	$1,524,921	20,488	0.0%	Shares	Sole	2021-07-21
2021-03-31	$1,543,771	20,488	+0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,360,746	20,487	+0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,252,658	20,485	+0.0%	Shares	Sole	2020-11-09
2020-06-30	$1,173,298	20,480	0.0%	Shares	Sole	2020-08-07
2020-03-31	$1,068,443	20,480	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.