COMMONWEALTH EQUITY SERVICES, LLC

Position in WRB — Berkley W R Corp

CIK 312272 WALTHAM, MA

Position in WRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,515,093

+$286,463 QoQ

Shares Held

78,195

-0.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#29

of 326 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $132,105,812 across 24 Insurance - Property & Casualty names. WRB ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	91,676	$30,264,081
2	CB	Chubb Ltd	66,206	$22,559,032
3	ALL	Allstate Corp	87,978	$20,933,485
4	PGR	Progressive Corp/Oh/	81,330	$17,766,538
5	CINF	Cincinnati Financial Corp	37,583	$6,958,116
6	ORI	Old Republic International Corp	154,294	$6,313,710
7	WRB	Berkley W R Corp This page	78,195	$5,515,093
8	MKL	Markel Group Inc.	1,942	$3,792,745

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,515,093	78,195	-0.9%	Shares	Sole	2026-07-29
2026-03-31	$5,228,630	78,887	-2.8%	Shares	Sole	2026-04-27
2025-12-31	$5,688,134	81,120	-12.3%	Shares	Sole	2026-02-12
2025-09-30	$7,087,273	92,499	-31.8%	Shares	Sole	2025-10-22
2025-06-30	$9,970,540	135,709	-0.8%	Shares	Sole	2025-08-06
2025-03-31	$9,730,347	136,739	-1.1%	Shares	Sole	2025-05-09
2024-12-31	$8,093,198	138,298	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$7,918,657	139,585	+47.6%	Shares	Sole	2024-10-18
2024-06-30	$7,430,136	94,555	+2.5%	Shares	Sole	2024-07-31
2024-03-31	$8,156,290	92,224	-1.4%	Shares	Sole	2024-04-29
2023-12-31	$6,617,062	93,567	+30.7%	Shares	Sole	2024-02-06
2023-09-30	$4,546,903	71,616	+11.5%	Shares	Sole	2023-10-23
2023-06-30	$3,826,018	64,238	+56.1%	Shares	Sole	2023-08-10
2023-03-31	$2,562,001	41,150	+35.2%	Shares	Sole	2023-05-11
2022-12-31	$2,208,595	30,434	+15.6%	Shares	Sole	2023-02-07
2022-09-30	$1,700,519	26,332	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,801,382	26,390	+36.9%	Shares	Sole	2022-07-19
2022-03-31	$1,283,587	19,276	+56.3%	Shares	Sole	2022-05-04
2021-12-31	$1,015,786	12,329	-14.0%	Shares	Sole	2022-01-31
2021-09-30	$1,049,692	14,344	+6.2%	Shares	Sole	2021-10-29
2021-06-30	$1,005,623	13,511	-2.1%	Shares	Sole	2021-08-11
2021-03-31	$1,039,528	13,796	+52.9%	Shares	Sole	2021-05-04
2020-12-31	$599,108	9,020	-5.4%	Shares	Sole	2021-02-11
2020-09-30	$582,821	9,531	+13.2%	Shares	Sole	2020-11-05
2020-06-30	$482,553	8,423	+8.2%	Shares	Sole	2020-08-12
2020-03-31	$406,091	7,784	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.