INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in WRB — Berkley W R Corp
CIK 1818604
ORLANDO, FL
Position in WRB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$491,453
+$6,284 QoQ
Shares Held
6,968
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#541
of 947 holders
Holding Since
Dec 2020
6 quarters on record
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $22,779,306 across 14 Insurance - Property & Casualty names. WRB ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
75,671 | $18,005,157 | |
| 2 | PGR |
Progressive Corp/Oh/
|
5,712 | $1,247,786 | |
| 3 | CB |
Chubb Ltd
|
3,450 | $1,175,553 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,261 | $746,401 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,307 | $708,094 | |
| 6 | WRB |
Berkley W R Corp
This page
|
6,968 | $491,453 | |
| 7 | MKL |
Markel Group Inc.
|
87 | $169,911 | |
| 8 | LMND |
Lemonade, Inc.
|
1,515 | $98,550 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,453 | 6,968 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $485,169 | 7,320 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $558,014 | 7,958 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,764 | 156,779 | Shares | Sole | 2024-10-22 | |
| 2021-03-31 | $29,311 | 389 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $25,837 | 389 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||