Montgomery Financial Services LLC

Position in WRB — Berkley W R Corp

CIK 2149844 OCEAN CITY, MD

Position in WRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,045

New position

Shares Held

29

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#903

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

Montgomery Financial Services LLC holds $25,743 across 3 Insurance - Property & Casualty names. WRB ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	52	$12,372
2	CNA	Cna Financial Corp	233	$11,326
3	WRB	Berkley W R Corp This page	29	$2,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,045	29	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.