Wedmont Private Capital

Position in WRB — Berkley W R Corp

CIK 1904274 WEST CHESTER, PA

Position in WRB

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

Position Value

$702,760

+$140,905 QoQ

Shares Held

9,964

+17.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#474

of 947 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $13,906,910 across 12 Insurance - Property & Casualty names. WRB ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RLI	Rli Corp	59,916	$3,539,238
2	PGR	Progressive Corp/Oh/	13,293	$2,903,855
3	CB	Chubb Ltd	5,743	$1,956,869
4	ALL	Allstate Corp	7,063	$1,680,570
5	TRV	Travelers Companies, Inc.	3,669	$1,211,210
6	WRB	Berkley W R Corp This page	9,964	$702,760
7	CINF	Cincinnati Financial Corp	2,497	$462,294
8	L	Loews Corp	3,155	$357,177

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$702,760	9,964	+17.5%	Shares	Sole	2026-07-13
2026-03-31	$561,855	8,477	-2.4%	Shares	Sole	2026-04-09
2025-12-31	$609,132	8,687	-2.0%	Shares	Sole	2026-01-08
2025-09-30	$679,083	8,863	-10.0%	Shares	Sole	2025-10-08
2025-06-30	$723,826	9,852	+19.0%	Shares	Sole	2025-07-10
2025-03-31	$589,062	8,278	+3.0%	Shares	Sole	2025-04-14
2024-12-31	$470,383	8,038	+2.3%	Shares	Sole	2025-01-13
2024-09-30	$445,727	7,857	+4.2%	Shares	Sole	2024-10-08
2024-06-30	$592,493	7,540	+58.1%	Shares	Sole	2024-07-15
2024-03-31	$421,681	4,768	+3.0%	Shares	Sole	2024-04-10
2023-12-31	$327,504	4,631	+23.2%	Shares	Sole	2024-01-09
2023-09-30	$238,595	3,758	+6.6%	Shares	Sole	2023-10-10
2023-06-30	$209,949	3,525	+6.2%	Shares	Sole	2023-07-17
2023-03-31	$206,578	3,318	+9.6%	Shares	Sole	2023-04-11
2022-12-31	$219,596	3,026	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.