HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in WRB — Berkley W R Corp
CIK 2026645
NEW LONDON, NH
Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,516
+$2,327 QoQ
Shares Held
220
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#823
of 947 holders
Holding Since
Sep 2025
4 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $180,576 across 2 Insurance - Property & Casualty names. WRB ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
500 | $165,060 | |
| 2 | WRB |
Berkley W R Corp
This page
|
220 | $15,516 |
All Filings in WRB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,516 | 220 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,189 | 199 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,953 | 199 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,247 | 199 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||