Kestra Advisory Services, LLC

Position in WRB — Berkley W R Corp

CIK 1830819 AUSTIN, TX

Position in WRB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,471,884

-$18,784 QoQ

Shares Held

63,404

-6.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#213

of 947 holders

Holding Since

Dec 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. WRB ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	58,837	$19,423,270
2	CINF	Cincinnati Financial Corp	102,291	$18,938,155
3	CB	Chubb Ltd	38,470	$13,108,267
4	ALL	Allstate Corp	33,550	$7,982,887
5	WRB	Berkley W R Corp This page	63,404	$4,471,884
6	PGR	Progressive Corp/Oh/	16,449	$3,593,284
7	MKL	Markel Group Inc.	667	$1,302,657
8	ORI	Old Republic International Corp	21,479	$878,920

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,471,884	63,404	-6.4%	Shares	Sole	2026-07-28
2026-03-31	$4,490,668	67,753	-1.0%	Shares	Sole	2026-04-30
2025-12-31	$4,798,592	68,434	+25.1%	Shares	Sole	2026-02-13
2025-09-30	$4,191,037	54,699	+221.9%	Shares	Sole	2025-11-14
2025-06-30	$1,248,255	16,990	-6.9%	Shares	Sole	2025-08-15
2025-03-31	$1,298,100	18,242	+12.6%	Shares	Sole	2025-05-14
2024-12-31	$948,082	16,201	+11.4%	Shares	Sole	2025-02-10
2024-09-30	$825,364	14,549	+55.6%	Shares	Sole	2024-11-13
2024-06-30	$734,566	9,348	-30.1%	Shares	Sole	2024-08-14
2024-03-31	$1,183,327	13,380	+23.6%	Shares	Sole	2024-05-15
2023-12-31	$765,827	10,829	+59.3%	Shares	Sole	2024-02-14
2023-09-30	$431,605	6,798	+15.3%	Shares	Sole	2023-11-13
2023-06-30	$351,285	5,898	-13.2%	Shares	Sole	2023-08-11
2023-03-31	$422,994	6,794	-57.9%	Shares	Sole	2023-05-12
2022-12-31	$1,171,352	16,141	+25.9%	Shares	Sole	2023-01-31
2022-09-30	$827,914	12,820	+59.6%	Shares	Sole	2022-11-01
2022-06-30	$548,332	8,033	-28.4%	Shares	Sole	2022-08-12
2022-03-31	$746,673	11,213	+177.5%	Shares	Sole	2022-07-20
2021-12-31	$332,855	4,040	-7.6%	Shares	Sole	2022-07-25
2021-09-30	$320,015	4,373	-6.1%	Shares	Sole	2022-07-25
2021-06-30	$346,694	4,658	-17.5%	Shares	Sole	2022-07-26
2021-03-31	$425,426	5,646	+81.3%	Shares	Sole	2022-07-27
2020-12-31	$206,898	3,115	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.