BARLOW WEALTH PARTNERS, LLC

Position in WRB — Berkley W R Corp

CIK 1999928 LOUISVILLE, KY

Position in WRB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$17,914,423

-$993,925 QoQ

Shares Held

270,284

+0.2% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 97.56219384055291.ToString("F0")% Shared 0.ToString("F0")% None 2.4378061594471.ToString("F0")%

Financial Services · as of Mar 31, 2026

BARLOW WEALTH PARTNERS, LLC holds $19,824,657 across 4 Insurance - Property & Casualty names. WRB ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	270,284	$17,914,423
2	ALL	Allstate Corp	5,905	$1,224,342
3	CINF	Cincinnati Financial Corp	2,965	$466,542
4	CB	Chubb Ltd	673	$219,350

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,914,423	270,284	+0.2%	Shares	Sole	2026-04-21
2025-12-31	$18,908,348	269,657	+1.5%	Shares	Sole	2026-01-15
2025-09-30	$20,358,317	265,705	+1.8%	Shares	Sole	2025-11-03
2025-06-30	$19,184,119	261,115	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$18,434,567	259,058	+1.5%	Shares	Sole	2025-04-28
2024-12-31	$14,935,415	255,219	+6.1%	Shares	Sole	2025-01-17
2024-09-30	$13,646,231	240,547	+2.0%	Shares	Sole	2024-10-08
2024-06-30	$12,355,769	235,857	+54.3%	Shares	Sole	2024-07-31
2024-03-31	$9,012,802	152,863	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.