Citadel Investment Advisory, Inc.

Position in WRB — Berkley W R Corp

CIK 1811907 CHESTERLAND, OH

Position in WRB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,078,378

+$125,239 QoQ

Shares Held

29,468

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#307

of 950 holders

Holding Since

Dec 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

Citadel Investment Advisory, Inc. holds $32,053,494 across 3 Insurance - Property & Casualty names. WRB ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	15,242	$29,767,778
2	WRB	Berkley W R Corp This page	29,468	$2,078,378
3	WTM	White Mountains Insurance Group Ltd	100	$207,338

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,078,378	29,468	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,953,139	29,468	-0.8%	Shares	Sole	2026-04-16
2025-12-31	$2,082,073	29,693	+105.4%	Shares	Sole	2026-01-21
2025-09-30	$1,107,388	14,453	+61.9%	Shares	Sole	2025-10-21
2025-06-30	$655,940	8,928	-1.8%	Shares	Sole	2025-08-05
2025-03-31	$647,271	9,096	0.0%	Shares	Sole	2025-04-17
2024-12-31	$532,297	9,096	0.0%	Shares	Sole	2025-01-24
2024-09-30	$516,016	9,096	+50.0%	Shares	Sole	2024-10-16
2024-06-30	$476,666	6,066	0.0%	Shares	Sole	2024-07-15
2024-03-31	$536,477	6,066	0.0%	Shares	Sole	2024-04-17
2023-12-31	$428,987	6,066	0.0%	Shares	Sole	2024-01-23
2023-09-30	$385,130	6,066	0.0%	Shares	Sole	2023-10-31
2023-06-30	$361,291	6,066	-6.9%	Shares	Sole	2023-07-11
2023-03-31	$405,686	6,516	0.0%	Shares	Sole	2023-05-01
2022-12-31	$472,866	6,516	-1.7%	Shares	Sole	2023-01-18
2022-09-30	$428,035	6,628	0.0%	Shares	Sole	2022-10-20
2022-06-30	$452,427	6,628	0.0%	Shares	Sole	2022-08-02
2022-03-31	$441,358	6,628	+46.0%	Shares	Sole	2022-05-12
2021-12-31	$374,133	4,541	0.0%	Shares	Sole	2022-01-27
2021-09-30	$332,309	4,541	0.0%	Shares	Sole	2021-11-02
2021-06-30	$337,986	4,541	0.0%	Shares	Sole	2021-08-10
2021-03-31	$342,164	4,541	0.0%	Shares	Sole	2021-04-20
2020-12-31	$301,613	4,541	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.