BARLOW WEALTH PARTNERS, LLC

Position in WRB — Berkley W R Corp

CIK 1999928 LOUISVILLE, KY

Position in WRB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$19,135,846

+$1,221,423 QoQ

Shares Held

271,315

+0.4% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#94

of 950 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BARLOW WEALTH PARTNERS, LLC holds $21,319,139 across 4 Insurance - Property & Casualty names. WRB ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	271,315	$19,135,846
2	ALL	Allstate Corp	5,905	$1,405,035
3	CINF	Cincinnati Financial Corp	2,965	$548,940
4	CB	Chubb Ltd	673	$229,318

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,135,846	271,315	+0.4%	Shares	Sole	2026-07-14
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	$18,533,654	235,857	+54.3%	Shares	Sole	2024-07-31
2024-03-31	$13,519,203	152,863	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.