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Exit Wealth Advisors, LLC.

Position in WRB — Berkley W R Corp

CIK 2082744 ATLANTA, GA

Position in WRB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$203,337
+$1,392 QoQ
Shares Held
2,883
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#713
of 947 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Exit Wealth Advisors, LLC. holds $1,022,645 across 3 Insurance - Property & Casualty names. WRB ranks #3 (19.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WRB
Berkley W R Corp
This page
2,883 $203,337

All Filings in WRB

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $203,337 2,883
2025-12-31 $201,945 2,880
2025-09-30 $220,359 2,876