Barnes Wealth Management Group, Inc

Position in WRB — Berkley W R Corp

CIK 2066194 Bakersfield, CA

Position in WRB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$212,718

+$10,034 QoQ

Shares Held

3,016

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#704

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Barnes Wealth Management Group, Inc holds $752,453 across 3 Insurance - Property & Casualty names. WRB ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	876	$289,185
2	ALL	Allstate Corp	1,053	$250,550
3	WRB	Berkley W R Corp This page	3,016	$212,718

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,718	3,016	-1.4%	Shares	Sole	2026-07-24
2026-03-31	$202,684	3,058	+2.7%	Shares	Sole	2026-05-18
2025-12-31	$208,817	2,978	+0.1%	Shares	Sole	2026-02-24
2025-09-30	$227,944	2,975	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$216,148	2,942	-1.9%	Shares	Sole	2025-08-27
2025-03-31	$213,480	3,000	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.