GoalVest Advisory LLC

Position in WRB — Berkley W R Corp

CIK 1839307 NEW YORK, NY

Position in WRB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,199

+$773 QoQ

Shares Held

+183.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#915

of 947 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. WRB ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	410	$75,907
2	CB	Chubb Ltd	135	$45,999
3	MKL	Markel Group Inc.	9	$17,577
4	PGR	Progressive Corp/Oh/	70	$15,291
5	ORI	Old Republic International Corp	97	$3,969
6	WRB	Berkley W R Corp This page	17	$1,199

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,199	17	+183.3%	Shares	Sole	2026-07-09
2025-03-31	$426	6	-96.8%	Shares	Sole	2025-04-07
2023-09-30	$11,936	188	+4.4%	Shares	Sole	2023-10-10
2023-06-30	$10,720	180	+5900.0%	Shares	Sole	2023-07-17
2022-03-31	$199	3	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.