Apella Capital, LLC

Position in WRB — Berkley W R Corp

CIK 1801507 WEST HARTFORD, CT

Position in WRB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$302,079

+$14,623 QoQ

Shares Held

4,283

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#632

of 947 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $2,928,859 across 5 Insurance - Property & Casualty names. WRB ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,142	$1,223,487
2	CB	Chubb Ltd	1,741	$593,228
3	TRV	Travelers Companies, Inc.	1,407	$464,478
4	PGR	Progressive Corp/Oh/	1,582	$345,587
5	WRB	Berkley W R Corp This page	4,283	$302,079

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,079	4,283	-1.2%	Shares	Sole	2026-07-08
2026-03-31	$287,456	4,337	+5.5%	Shares	Sole	2026-04-20
2025-12-31	$288,333	4,112	+2.3%	Shares	Sole	2026-01-21
2025-09-30	$308,012	4,020	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.