Net Worth Advisory Group

Position in WRB — Berkley W R Corp

CIK 1791998 SANDY, UT

Position in WRB

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

Position Value

$747,124

-$10,986 QoQ

Shares Held

10,593

-7.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#465

of 947 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $4,405,623 across 4 Insurance - Property & Casualty names. WRB ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	5,249	$1,732,799
2	ALL	Allstate Corp	4,642	$1,104,517
3	CB	Chubb Ltd	2,410	$821,183
4	WRB	Berkley W R Corp This page	10,593	$747,124

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,124	10,593	-7.4%	Shares	Sole	2026-07-14
2026-03-31	$758,110	11,438	-8.8%	Shares	Sole	2026-05-05
2025-12-31	$879,304	12,540	+11.0%	Shares	Sole	2026-01-14
2025-09-30	$865,806	11,300	-14.6%	Shares	Sole	2025-10-15
2025-06-30	$971,714	13,226	-4.4%	Shares	Sole	2025-07-22
2025-03-31	$984,640	13,837	+2.1%	Shares	Sole	2025-04-15
2024-12-31	$793,414	13,558	+3.4%	Shares	Sole	2025-02-07
2024-09-30	$743,900	13,113	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.