Cassaday & Co Wealth Management LLC

Position in WRB — Berkley W R Corp

CIK 1963612 MCLEAN, VA

Position in WRB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$361,466

-$39,991 QoQ

Shares Held

5,125

-15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#594

of 947 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $1,158,809 across 13 Insurance - Property & Casualty names. WRB ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	5,125	$361,466
2	TRV	Travelers Companies, Inc.	558	$184,206
3	MKL	Markel Group Inc.	87	$169,911
4	ALL	Allstate Corp	439	$104,455
5	KNSL	Kinsale Capital Group, Inc.	305	$100,592
6	PGR	Progressive Corp/Oh/	451	$98,520
7	L	Loews Corp	585	$66,227
8	CINF	Cincinnati Financial Corp	215	$39,805

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,466	5,125	-15.4%	Shares	Sole	2026-08-10
2026-03-31	$401,457	6,057	+3.5%	Shares	Sole	2026-05-07
2025-12-31	$410,272	5,851	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$447,460	5,840	+0.0%	Shares	Sole	2025-11-07
2025-06-30	$428,991	5,839	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$415,076	5,833	-0.9%	Shares	Sole	2025-05-05
2024-12-31	$344,448	5,886	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$333,572	5,880	+71.8%	Shares	Sole	2024-11-07
2024-06-30	$268,900	3,422	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$303,083	3,427	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$241,650	3,417	0.0%	Shares	Sole	2024-02-14
2023-09-30	$216,945	3,417	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$203,397	3,415	0.0%	Shares	Sole	2023-08-07
2023-03-31	$212,618	3,415	0.0%	Shares	Sole	2023-05-03
2022-12-31	$247,826	3,415	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.