Heritage Family Offices, LLP
Family OfficePosition in WRB — Berkley W R Corp
CIK 2019316
SCOTTSDALE, AZ
Position in WRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$274,573
-$116,479 QoQ
Shares Held
3,893
-34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#648
of 947 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Family Offices, LLP holds $917,593 across 3 Insurance - Property & Casualty names. WRB ranks #3 (29.9% of the industry book) .
All Filings in WRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,573 | 3,893 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $391,052 | 5,900 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $580,243 | 8,275 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $703,984 | 9,188 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $750,716 | 10,218 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $727,112 | 10,218 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $488,407 | 8,346 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $467,058 | 8,233 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $428,889 | 5,458 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||