Empower Advisory Group, LLC

Position in WRB — Berkley W R Corp

CIK 1978885 Greenwood Village, CO

Position in WRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$762,781

+$47,024 QoQ

Shares Held

10,815

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#464

of 947 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

Empower Advisory Group, LLC holds $110,940,669 across 6 Insurance - Property & Casualty names. WRB ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	493,071	$107,711,359
2	TRV	Travelers Companies, Inc.	2,871	$947,774
3	WRB	Berkley W R Corp This page	10,815	$762,781
4	ALL	Allstate Corp	2,343	$557,493
5	CB	Chubb Ltd	1,618	$551,317
6	LMND	Lemonade, Inc.	6,302	$409,945

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,781	10,815	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$715,757	10,799	-47.5%	Shares	Sole	2026-05-14
2025-12-31	$1,441,456	20,557	+91.1%	Shares	Sole	2026-02-12
2025-09-30	$824,277	10,758	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$788,920	10,738	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$763,475	10,729	-0.6%	Shares	Sole	2025-05-09
2024-12-31	$631,957	10,799	0.0%	Shares	Sole	2025-01-31
2024-09-30	$612,627	10,799	+50.0%	Shares	Sole	2024-11-05
2024-06-30	$565,776	7,200	0.0%	Shares	Sole	2024-07-25
2024-03-31	$636,768	7,200	0.0%	Shares	Sole	2024-05-02
2023-12-31	$509,184	7,200	0.0%	Shares	Sole	2024-02-07
2023-09-30	$457,128	7,200	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$426,330	7,158	-0.1%	Shares	Sole	2023-08-10
2023-03-31	$446,030	7,164	—	Shares	Sole	2023-05-25
No filing history on record for this holder in this stock.