NEOS Investment Management LLC

Position in WRB — Berkley W R Corp

CIK 2001019 Westport, CT

Position in WRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,513,663

+$434,427 QoQ

Shares Held

49,818

+7.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#243

of 947 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $76,349,025 across 8 Insurance - Property & Casualty names. WRB ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	96,651	$21,113,410
2	CB	Chubb Ltd	59,671	$20,332,296
3	TRV	Travelers Companies, Inc.	34,718	$11,461,106
4	ALL	Allstate Corp	42,236	$10,049,633
5	CINF	Cincinnati Financial Corp	25,314	$4,686,633
6	WRB	Berkley W R Corp This page	49,818	$3,513,663
7	L	Loews Corp	27,555	$3,119,501
8	AIZ	Assurant, Inc.	7,719	$2,072,783

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,513,663	49,818	+7.2%	Shares	Sole	2026-08-11
2026-03-31	$3,079,236	46,458	-22.1%	Shares	Sole	2026-05-15
2025-12-31	$4,180,413	59,618	+14.1%	Shares	Other	2026-02-17
2025-09-30	$4,002,628	52,240	+106.2%	Shares	Sole	2025-11-07
2025-06-30	$1,861,288	25,334	+26.8%	Shares	Other	2025-08-13
2025-03-31	$1,422,132	19,985	+23.2%	Shares	Sole	2025-05-15
2024-12-31	$949,604	16,227	+29.8%	Shares	Sole	2025-02-12
2024-09-30	$709,011	12,498	+86.3%	Shares	Sole	2024-11-13
2024-06-30	$527,114	6,708	+42.2%	Shares	Sole	2024-08-14
2024-03-31	$417,083	4,716	+63.5%	Shares	Sole	2024-05-13
2023-12-31	$204,026	2,885	—	Shares	Other	2024-02-13
No filing history on record for this holder in this stock.