Bleakley Financial Group, LLC

Position in WRB — Berkley W R Corp

CIK 1936953 PARSIPPANY, NJ

Position in WRB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,497,198

-$128,043 QoQ

Shares Held

22,589

-2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Bleakley Financial Group, LLC holds $16,195,395 across 8 Insurance - Property & Casualty names. WRB ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	11,709	$3,816,314
2	PGR	Progressive Corp/Oh/	18,858	$3,738,409
3	TRV	Travelers Companies, Inc.	10,938	$3,190,395
4	KINS	Kingstone Companies, Inc.	201,855	$2,941,027
5	WRB	Berkley W R Corp This page	22,589	$1,497,198
6	PRA	Proassurance Corp	18,366	$454,007
7	HRTG	Heritage Insurance Holdings, Inc.	11,247	$295,233
8	BOW	Bowhead Specialty Holdings Inc.	11,717	$262,812

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,497,198	22,589	-2.5%	Shares	Sole	2026-05-04
2025-12-31	$1,625,241	23,178	-1.4%	Shares	Sole	2026-02-09
2025-09-30	$1,801,795	23,516	-4.8%	Shares	Sole	2025-11-10
2025-06-30	$1,815,296	24,708	+6.3%	Shares	Sole	2025-07-30
2025-03-31	$1,653,544	23,237	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$1,350,349	23,075	+3.2%	Shares	Sole	2025-01-27
2024-09-30	$1,268,936	22,368	+52.8%	Shares	Sole	2024-10-16
2024-06-30	$1,150,411	14,640	-22.2%	Shares	Sole	2024-08-12
2024-03-31	$1,664,440	18,820	+9.1%	Shares	Sole	2024-05-08
2023-12-31	$1,219,496	17,244	+0.9%	Shares	Sole	2024-01-25
2023-09-30	$1,085,425	17,096	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,018,119	17,094	+4.8%	Shares	Sole	2023-08-14
2023-03-31	$1,015,897	16,317	-49.4%	Shares	Sole	2023-05-12
2022-12-31	$2,340,164	32,247	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.