Agate Pass Investment Management, LLC

Position in WRB — Berkley W R Corp

CIK 1900409 BAINBRIDGE ISLAND, WA

Position in WRB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,249,836

+$46,225 QoQ

Shares Held

31,899

-4.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#296

of 947 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Agate Pass Investment Management, LLC holds $4,238,809 across 2 Insurance - Property & Casualty names. WRB ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WRB	Berkley W R Corp This page	31,899	$2,249,836
2	TRV	Travelers Companies, Inc.	6,025	$1,988,973

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,249,836	31,899	-4.1%	Shares	Sole	2026-07-08
2026-03-31	$2,203,611	33,247	-5.3%	Shares	Sole	2026-04-07
2025-12-31	$2,461,071	35,098	-3.9%	Shares	Sole	2026-01-08
2025-09-30	$2,798,622	36,526	-0.4%	Shares	Sole	2025-10-08
2025-06-30	$2,694,585	36,676	-1.3%	Shares	Sole	2025-07-24
2025-03-31	$2,643,095	37,143	-2.9%	Shares	Sole	2025-04-04
2024-12-31	$2,237,980	38,243	+1.3%	Shares	Sole	2025-01-13
2024-09-30	$2,142,011	37,758	+50.4%	Shares	Sole	2024-10-09
2024-06-30	$1,972,123	25,097	-3.4%	Shares	Sole	2024-07-16
2024-03-31	$2,297,936	25,983	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$1,851,097	26,175	-3.0%	Shares	Sole	2024-01-08
2023-09-30	$1,712,644	26,975	-2.7%	Shares	Sole	2023-10-13
2023-06-30	$1,651,659	27,731	+2.5%	Shares	Sole	2023-07-31
2023-03-31	$1,684,321	27,053	+4.1%	Shares	Sole	2023-05-11
2022-12-31	$1,885,150	25,977	-4.7%	Shares	Sole	2023-02-06
2022-09-30	$1,759,868	27,251	+0.9%	Shares	Sole	2022-10-14
2022-06-30	$1,843,703	27,010	+1.8%	Shares	Sole	2022-08-09
2022-03-31	$1,766,764	26,532	+57.7%	Shares	Sole	2022-04-28
2021-12-31	$1,385,800	16,820	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.