Wealth Enhancement Trust Services, Inc.
Position in WRB — Berkley W R Corp
CIK 2067696
SIOUX FALLS, SD
Position in WRB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$34,982
+$29,084 QoQ
Shares Held
496
+457.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#788
of 947 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $3,232,023 across 18 Insurance - Property & Casualty names. WRB ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
7,322 | $2,494,898 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,192 | $260,391 | |
| 3 | TRV |
Travelers Companies, Inc.
|
491 | $162,087 | |
| 4 | ALL |
Allstate Corp
|
576 | $137,053 | |
| 5 | CINF |
Cincinnati Financial Corp
|
375 | $69,427 | |
| 6 | WRB |
Berkley W R Corp
This page
|
496 | $34,982 | |
| 7 | AFG |
American Financial Group Inc
|
159 | $22,249 | |
| 8 | ORI |
Old Republic International Corp
|
481 | $19,682 |
All Filings in WRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,982 | 496 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $5,898 | 89 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $8,204 | 117 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||