Carmel Capital Partners, LLC

Position in WRB — Berkley W R Corp

CIK 1900481 SAN DIEGO, CA

Position in WRB

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

Position Value

$682,659

+$94,292 QoQ

Shares Held

9,679

+9.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#479

of 947 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $4,459,109 across 3 Insurance - Property & Casualty names. WRB ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,819	$2,581,208
2	MKL	Markel Group Inc.	612	$1,195,242
3	WRB	Berkley W R Corp This page	9,679	$682,659

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,659	9,679	+9.0%	Shares	Sole	2026-07-30
2026-03-31	$588,367	8,877	+21.4%	Shares	Sole	2026-04-30
2025-12-31	$512,857	7,314	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$554,269	7,234	-19.1%	Shares	Sole	2025-10-30
2025-06-30	$656,601	8,937	+42.6%	Shares	Sole	2025-07-29
2025-03-31	$446,102	6,269	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$366,627	6,265	+1.3%	Shares	Sole	2025-02-06
2024-09-30	$350,988	6,187	+50.0%	Shares	Sole	2024-11-01
2024-06-30	$324,142	4,125	0.0%	Shares	Sole	2024-07-31
2024-03-31	$364,815	4,125	0.0%	Shares	Sole	2024-04-25
2023-12-31	$291,720	4,125	-4.2%	Shares	Sole	2024-02-01
2023-09-30	$273,261	4,304	+4.3%	Shares	Sole	2023-10-27
2023-06-30	$245,685	4,125	-22.5%	Shares	Sole	2023-07-27
2023-03-31	$331,534	5,325	0.0%	Shares	Sole	2023-04-19
2022-12-31	$386,435	5,325	0.0%	Shares	Sole	2023-01-17
2022-09-30	$343,888	5,325	0.0%	Shares	Sole	2022-10-14
2022-06-30	$363,484	5,325	-6.6%	Shares	Sole	2022-07-11
2022-03-31	$379,562	5,700	+50.0%	Shares	Sole	2022-04-18
2021-12-31	$313,082	3,800	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.