MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in WRB — Berkley W R Corp

CIK 1836506 OKLAHOMA CITY, OK

Position in WRB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,564,566

+$132,985 QoQ

Shares Held

22,183

+2.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#347

of 947 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,226,324 across 3 Insurance - Property & Casualty names. WRB ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,933	$2,703,090
2	WRB	Berkley W R Corp This page	22,183	$1,564,566
3	TRV	Travelers Companies, Inc.	2,904	$958,668

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,564,566	22,183	+2.7%	Shares	Sole	2026-07-13
2026-03-31	$1,431,581	21,599	+0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,514,451	21,598	-0.7%	Shares	Sole	2026-01-14
2025-09-30	$1,665,718	21,740	+0.4%	Shares	Sole	2025-10-09
2025-06-30	$1,590,772	21,652	+2.3%	Shares	Sole	2025-07-11
2025-03-31	$1,506,741	21,174	-1.9%	Shares	Sole	2025-04-09
2024-12-31	$1,263,271	21,587	+3.2%	Shares	Sole	2025-01-16
2024-09-30	$1,186,281	20,911	+47.6%	Shares	Sole	2024-10-16
2024-06-30	$1,113,086	14,165	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$1,257,705	14,221	+1.0%	Shares	Sole	2024-04-26
2023-12-31	$995,455	14,076	-1.2%	Shares	Sole	2024-02-09
2023-09-30	$904,225	14,242	+7.5%	Shares	Sole	2023-10-31
2023-06-30	$788,872	13,245	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$814,735	13,086	-0.7%	Shares	Sole	2023-05-05
2022-12-31	$956,545	13,181	+1.1%	Shares	Sole	2023-02-10
2022-09-30	$842,251	13,042	+2.8%	Shares	Sole	2022-11-01
2022-06-30	$866,015	12,687	+6.3%	Shares	Sole	2022-07-25
2022-03-31	$794,684	11,934	+60.1%	Shares	Sole	2022-04-14
2021-12-31	$614,217	7,455	+21.2%	Shares	Sole	2022-01-19
2021-09-30	$449,983	6,149	+2.9%	Shares	Sole	2021-11-03
2021-06-30	$444,942	5,978	+10.0%	Shares	Sole	2021-07-14
2021-03-31	$409,678	5,437	+2.5%	Shares	Sole	2021-04-29
2020-12-31	$352,158	5,302	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.