IFC Advisors LLC

Position in WRB — Berkley W R Corp

CIK 2053348 LOS ANGELES, CA

Position in WRB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$326,906

+$22,880 QoQ

Shares Held

4,635

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#613

of 947 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFC Advisors LLC holds $2,931,414 across 4 Insurance - Property & Casualty names. WRB ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	4,629	$1,528,125
2	PGR	Progressive Corp/Oh/	2,714	$592,873
3	CB	Chubb Ltd	1,419	$483,510
4	WRB	Berkley W R Corp This page	4,635	$326,906

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,906	4,635	+1.0%	Shares	Sole	2026-08-05
2026-03-31	$304,026	4,587	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$324,655	4,630	-3.9%	Shares	Sole	2026-02-12
2025-09-30	$369,308	4,820	-44.5%	Shares	Sole	2025-11-03
2025-06-30	$638,233	8,687	-0.1%	Shares	Sole	2025-07-28
2025-03-31	$618,807	8,696	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$505,203	8,633	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.