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Ashton Thomas Private Wealth, LLC

Position in WRB — Berkley W R Corp

CIK 2019663 SCOTTSDALE, AZ

Position in WRB

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$983,611
+$115,609 QoQ
Shares Held
13,946
+6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#423
of 947 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $11,980,588 across 10 Insurance - Property & Casualty names. WRB ranks #5 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WRB
Berkley W R Corp
This page
13,946 $983,611

All Filings in WRB

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $983,611 13,946
2026-03-31 $868,002 13,096
2025-12-31 $865,631 12,345
2025-09-30 $937,292 12,233
2025-06-30 $445,742 6,067
2025-03-31 $386,398 5,430
2024-12-31 $288,152 4,924
2024-09-30 $276,672 4,877
2024-06-30 $246,269 3,134
2024-03-31 $209,868 2,373