Sarver Vrooman Wealth Advisors

Position in WRB — Berkley W R Corp

CIK 2076215 KANSAS CITY, MO

Position in WRB

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$45,773

+$1,300 QoQ

Shares Held

649

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#774

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sarver Vrooman Wealth Advisors holds $189,048 across 4 Insurance - Property & Casualty names. WRB ranks #4 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	148	$48,857
2	AFG	American Financial Group Inc	346	$48,419
3	CB	Chubb Ltd	135	$45,999
4	WRB	Berkley W R Corp This page	649	$45,773

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,773	649	-3.3%	Shares	Sole	2026-07-02
2026-03-31	$44,473	671	+24.5%	Shares	Sole	2026-04-15
2025-12-31	$37,794	539	-37.6%	Shares	Sole	2026-04-23
2025-09-30	$66,199	864	0.0%	Shares	Sole	2025-10-23
2025-06-30	$63,478	864	-31.9%	Shares	Sole	2025-07-09
2025-03-31	$90,230	1,268	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.