EAGLE ROCK INVESTMENT COMPANY, LLC

Position in WRB — Berkley W R Corp

CIK 1911407 ATLANTA, GA

Position in WRB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$10,042,131

+$1,391,862 QoQ

Shares Held

142,381

+9.1% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#139

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $34,508,185 across 4 Insurance - Property & Casualty names. WRB ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	55,576	$18,936,966
2	WRB	Berkley W R Corp This page	142,381	$10,042,131
3	TRV	Travelers Companies, Inc.	14,612	$4,823,713
4	PGR	Progressive Corp/Oh/	3,229	$705,375

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,042,131	142,381	+9.1%	Shares	Sole	2026-07-09
2026-03-31	$8,650,269	130,511	+9.8%	Shares	Sole	2026-04-09
2025-12-31	$8,335,585	118,876	+18.8%	Shares	Sole	2026-01-14
2025-09-30	$7,666,290	100,056	+30.9%	Shares	Sole	2025-11-07
2025-06-30	$5,616,854	76,451	+123.6%	Shares	Sole	2025-07-23
2025-03-31	$2,433,173	34,193	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.