Thrive Wealth Management, LLC

Position in WRB — Berkley W R Corp

CIK 1847610 AUDUBON, PA

Position in WRB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$428,258

+$27,264 QoQ

Shares Held

6,072

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#563

of 947 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $931,881 across 3 Insurance - Property & Casualty names. WRB ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	6,072	$428,258
2	CB	Chubb Ltd	764	$260,325
3	TRV	Travelers Companies, Inc.	737	$243,298

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,258	6,072	+0.4%	Shares	Sole	2026-07-07
2026-03-31	$400,994	6,050	-6.5%	Shares	Sole	2026-04-09
2025-12-31	$453,676	6,470	-1.9%	Shares	Sole	2026-01-12
2025-09-30	$505,462	6,597	+3.2%	Shares	Sole	2025-10-07
2025-06-30	$469,546	6,391	+4.8%	Shares	Sole	2025-07-09
2025-03-31	$433,862	6,097	+14.8%	Shares	Sole	2025-04-10
2024-12-31	$310,916	5,313	-3.4%	Shares	Sole	2025-01-16
2024-09-30	$312,128	5,502	+49.1%	Shares	Sole	2024-10-04
2024-06-30	$290,038	3,691	+9.3%	Shares	Sole	2024-07-12
2024-03-31	$298,750	3,378	+6.4%	Shares	Sole	2024-04-16
2023-12-31	$224,465	3,174	-13.1%	Shares	Sole	2024-01-10
2022-12-31	$265,025	3,652	+6.1%	Shares	Sole	2023-01-25
2022-09-30	$222,219	3,441	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.