Larry Mathis Financial Planning, LLC

Position in WRB — Berkley W R Corp

CIK 2118274 PHOENIX, AZ

Position in WRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$201,292

New position

Shares Held

2,854

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#715

of 947 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $1,707,477 across 5 Insurance - Property & Casualty names. WRB ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,652	$579,329
2	TRV	Travelers Companies, Inc.	1,138	$375,676
3	ALL	Allstate Corp	1,438	$342,157
4	CINF	Cincinnati Financial Corp	1,129	$209,023
5	WRB	Berkley W R Corp This page	2,854	$201,292

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,292	2,854	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.