National Philanthropic Trust

Position in WRB — Berkley W R Corp

CIK 1785342 Jenkintown, PA

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,237,025

+$74,541 QoQ

Shares Held

17,539

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#383

of 951 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

National Philanthropic Trust holds $3,736,149 across 3 Insurance - Property & Casualty names. WRB ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HGTY	Hagerty, Inc.	150,000	$1,788,000
2	WRB	Berkley W R Corp This page	17,539	$1,237,025
3	CB	Chubb Ltd	2,087	$711,124

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,025	17,539	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,162,484	17,539	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$1,235,514	17,620	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.