IMG Wealth Management, Inc.

Position in WRB — Berkley W R Corp

CIK 2032103 JACKSONVILLE, FL

Position in WRB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,496

+$3,211 QoQ

Shares Held

163

+30.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#837

of 947 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $167,698 across 5 Insurance - Property & Casualty names. WRB ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	295	$97,385
2	PGR	Progressive Corp/Oh/	121	$26,432
3	CB	Chubb Ltd	72	$24,533
4	WRB	Berkley W R Corp This page	163	$11,496
5	ALL	Allstate Corp	33	$7,852

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,496	163	+30.4%	Shares	Sole	2026-08-07
2026-03-31	$8,285	125	+278.8%	Shares	Sole	2026-05-15
2025-12-31	$2,313	33	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.