Trueblood Wealth Management, LLC

Position in WRB — Berkley W R Corp

CIK 2005380 LIMA, OH

Position in WRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$796,283

+$69,788 QoQ

Shares Held

11,290

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#457

of 947 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $6,694,640 across 5 Insurance - Property & Casualty names. WRB ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	17,715	$3,279,755
2	CB	Chubb Ltd	5,379	$1,832,840
3	WRB	Berkley W R Corp This page	11,290	$796,283
4	TRV	Travelers Companies, Inc.	1,518	$501,122
5	PGR	Progressive Corp/Oh/	1,303	$284,640

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,283	11,290	+3.0%	Shares	Sole	2026-07-27
2026-03-31	$726,495	10,961	-1.1%	Shares	Sole	2026-04-21
2025-12-31	$777,420	11,087	+15.1%	Shares	Sole	2026-01-21
2025-09-30	$738,080	9,633	+28.0%	Shares	Sole	2025-10-24
2025-06-30	$553,082	7,528	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.