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ANGELES WEALTH MANAGEMENT, LLC

Position in WRB — Berkley W R Corp

CIK 1929170 SANTA MONICA, CA

Position in WRB

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$321,757
+$117,489 QoQ
Shares Held
4,562
+71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#616
of 947 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $3,533,318 across 6 Insurance - Property & Casualty names. WRB ranks #6 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 WRB
Berkley W R Corp
This page
4,562 $321,757

All Filings in WRB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,757 4,562
2025-09-30 $204,268 2,666