Stegent Equity Advisors, Inc.

Position in WRB — Berkley W R Corp

CIK 1908976 HOUSTON, TX

Position in WRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,191,674

-$162,558 QoQ

Shares Held

16,896

-17.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.45%

of 13F equity value

Holder Rank

#387

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

Stegent Equity Advisors, Inc. holds $1,670,678 across 2 Insurance - Property & Casualty names. WRB ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WRB	Berkley W R Corp This page	16,896	$1,191,674
2	TRV	Travelers Companies, Inc.	1,451	$479,004

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,191,674	16,896	-17.3%	Shares	Sole	2026-07-29
2026-03-31	$1,354,232	20,432	-9.9%	Shares	Sole	2026-04-24
2025-12-31	$1,590,181	22,678	+14.0%	Shares	Sole	2026-01-14
2025-09-30	$1,524,278	19,894	-3.1%	Shares	Sole	2025-10-29
2025-06-30	$1,508,265	20,529	+8.5%	Shares	Sole	2025-07-31
2025-03-31	$1,345,991	18,915	-16.5%	Shares	Sole	2025-05-01
2024-12-31	$1,326,355	22,665	+3.0%	Shares	Sole	2025-02-05
2024-09-30	$1,248,286	22,004	+46.8%	Shares	Sole	2024-10-18
2024-06-30	$1,178,229	14,994	-2.1%	Shares	Sole	2024-08-01
2024-03-31	$1,354,723	15,318	+20.3%	Shares	Sole	2024-04-30
2023-12-31	$900,336	12,731	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$800,736	12,612	-0.9%	Shares	Sole	2023-10-25
2023-06-30	$757,722	12,722	-0.8%	Shares	Sole	2023-08-07
2023-03-31	$798,173	12,820	-7.7%	Shares	Sole	2023-04-18
2022-12-31	$1,008,505	13,897	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$898,630	13,915	0.0%	Shares	Sole	2022-10-21
2022-06-30	$949,838	13,915	0.0%	Shares	Sole	2022-08-10
2022-03-31	$926,599	13,915	+20.4%	Shares	Sole	2022-04-25
2021-12-31	$952,181	11,557	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.