Envestnet Portfolio Solutions, Inc.

Position in WRB — Berkley W R Corp

CIK 1998033 BERWYN, PA

Position in WRB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$667,707

+$56,341 QoQ

Shares Held

9,467

+2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#482

of 947 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $27,514,503 across 11 Insurance - Property & Casualty names. WRB ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	57,528	$13,688,212
2	CB	Chubb Ltd	10,473	$3,568,570
3	PGR	Progressive Corp/Oh/	13,750	$3,003,687
4	TRV	Travelers Companies, Inc.	7,709	$2,544,895
5	ORI	Old Republic International Corp	30,620	$1,252,970
6	THG	Hanover Insurance Group, Inc.	5,638	$1,207,208
7	WRB	Berkley W R Corp This page	9,467	$667,707
8	HMN	Horace Mann Educators Corp /De/	11,088	$572,695

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,707	9,467	+2.6%	Shares	Sole	2026-07-20
2026-03-31	$611,366	9,224	-19.1%	Shares	Sole	2026-04-29
2025-12-31	$799,928	11,408	-15.9%	Shares	Sole	2026-02-06
2025-09-30	$1,039,043	13,561	-29.8%	Shares	Sole	2025-10-30
2025-06-30	$1,418,632	19,309	-10.1%	Shares	Sole	2025-07-25
2025-03-31	$1,527,947	21,472	-18.8%	Shares	Sole	2025-04-21
2024-12-31	$1,548,380	26,459	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$1,484,907	26,175	-34.3%	Shares	Sole	2024-10-31
2024-06-30	$3,131,965	39,857	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$3,507,088	39,655	-4.5%	Shares	Sole	2024-05-06
2023-12-31	$2,937,781	41,541	-8.8%	Shares	Sole	2024-02-07
2023-09-30	$2,892,162	45,553	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.