WEALTH ALLIANCE, LLC

Position in WRB — Berkley W R Corp

CIK 1793904 MELLVILLE, NY

Position in WRB

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

Position Value

$609,379

+$39,438 QoQ

Shares Held

8,640

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#504

of 950 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,589,822 across 5 Insurance - Property & Casualty names. WRB ranks #3 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,252	$743,430
2	PGR	Progressive Corp/Oh/	2,846	$621,708
3	WRB	Berkley W R Corp This page	8,640	$609,379
4	CB	Chubb Ltd	1,015	$345,851
5	KNSL	Kinsale Capital Group, Inc.	817	$269,454

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,379	8,640	+0.5%	Shares	Defined	2026-08-11
2026-03-31	$569,941	8,599	+1.2%	Shares	Defined	2026-05-14
2025-12-31	$595,739	8,496	+2.1%	Shares	Defined	2026-02-13
2025-09-30	$637,401	8,319	-0.8%	Shares	Defined	2025-11-07
2025-06-30	$615,972	8,384	+0.8%	Shares	Defined	2025-08-08
2025-03-31	$591,695	8,315	-0.5%	Shares	Defined	2025-05-05
2024-12-31	$489,168	8,359	+1.3%	Shares	Defined	2025-02-03
2024-09-30	$468,079	8,251	+54.4%	Shares	Defined	2024-11-04
2024-06-30	$420,010	5,345	-4.1%	Shares	Defined	2024-08-09
2024-03-31	$492,699	5,571	-1.2%	Shares	Defined	2024-05-10
2023-12-31	$398,719	5,638	-0.4%	Shares	Defined	2024-01-30
2023-09-30	$359,353	5,660	+2.6%	Shares	Defined	2023-11-09
2023-06-30	$328,473	5,515	+32.2%	Shares	Defined	2023-08-02
2023-03-31	$259,686	4,171	-22.7%	Shares	Defined	2023-05-11
2022-12-31	$391,659	5,397	+0.1%	Shares	Defined	2023-02-13
2022-09-30	$348,084	5,390	-11.1%	Shares	Defined	2022-11-14
2022-06-30	$413,724	6,061	-5.7%	Shares	Defined	2022-10-11
2022-03-31	$428,106	6,429	+139.9%	Shares	Defined	2022-05-10
2021-12-31	$220,805	2,680	-1.5%	Shares	Defined	2022-02-14
2021-06-30	$202,598	2,722	+0.9%	Shares	Defined	2021-08-16
2021-03-31	$203,294	2,698	—	Shares	Defined	2021-05-18
No filing history on record for this holder in this stock.