American Trust

Position in WRB — Berkley W R Corp

CIK 1905128 LEXINGTON, KY

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,813,255

-$106,611 QoQ

Shares Held

25,709

-11.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#322

of 947 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

American Trust holds $3,186,834 across 4 Insurance - Property & Casualty names. WRB ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	25,709	$1,813,255
2	CB	Chubb Ltd	2,066	$703,968
3	PGR	Progressive Corp/Oh/	1,811	$395,612
4	TRV	Travelers Companies, Inc.	830	$273,999

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,813,255	25,709	-11.2%	Shares	Sole	2026-08-14
2026-03-31	$1,919,866	28,966	+9.8%	Shares	Sole	2026-05-01
2025-12-31	$1,849,835	26,381	+5.0%	Shares	Sole	2026-02-17
2025-09-30	$1,925,077	25,125	-0.0%	Shares	Sole	2025-11-17
2025-06-30	$1,846,815	25,137	+997.7%	Shares	Sole	2025-09-03
2024-03-31	$202,527	2,290	-41.3%	Shares	Sole	2024-06-11
2023-06-30	$232,403	3,902	-9.9%	Shares	Defined	2023-08-14
2023-03-31	$269,523	4,329	-24.6%	Shares	Defined	2023-05-22
2022-12-31	$416,551	5,740	-22.4%	Shares	Defined	2023-02-16
2022-09-30	$477,504	7,394	-2.4%	Shares	Defined	2022-12-02
2022-06-30	$517,001	7,574	-8.3%	Shares	Defined	2022-10-03
2022-03-31	$550,232	8,263	+44.5%	Shares	Defined	2022-06-08
2021-12-31	$471,106	5,718	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.