Simplicity Wealth,LLC

Position in WRB — Berkley W R Corp

CIK 1913243 SUMMIT, NJ

Position in WRB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$588,996

+$283,843 QoQ

Shares Held

8,351

+81.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#511

of 947 holders

Holding Since

Mar 2024

6 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. WRB ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,018	$1,533,082
2	RLI	Rli Corp	13,447	$794,314
3	ALL	Allstate Corp	3,321	$790,198
4	WRB	Berkley W R Corp This page	8,351	$588,996
5	CB	Chubb Ltd	1,456	$496,117
6	TRV	Travelers Companies, Inc.	1,235	$407,698

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,996	8,351	+81.4%	Shares	Sole	2026-08-06
2026-03-31	$305,153	4,604	+5.8%	Shares	Sole	2026-04-30
2025-12-31	$305,232	4,353	+61.0%	Shares	Sole	2026-01-30
2025-09-30	$207,180	2,704	-81.4%	Shares	Sole	2025-10-30
2024-06-30	$1,139,882	14,506	-21.6%	Shares	Sole	2024-07-10
2024-03-31	$1,636,405	18,503	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.