MEANS INVESTMENT CO., INC.

Position in WRB — Berkley W R Corp

CIK 701516 BANGOR, ME

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,921,621

+$549,927 QoQ

Shares Held

126,494

+0.1% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#150

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $10,548,198 across 4 Insurance - Property & Casualty names. WRB ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	126,494	$8,921,621
2	CB	Chubb Ltd	2,304	$785,064
3	ALL	Allstate Corp	1,869	$444,709
4	TRV	Travelers Companies, Inc.	1,202	$396,804

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,921,621	126,494	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$8,371,694	126,308	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$8,867,725	126,465	+0.0%	Shares	Sole	2026-01-26
2025-09-30	$9,689,595	126,463	+0.0%	Shares	Sole	2025-11-06
2025-06-30	$9,291,163	126,462	+0.0%	Shares	Sole	2025-07-25
2025-03-31	$8,998,964	126,461	0.0%	Shares	Sole	2025-04-21
2024-12-31	$7,400,497	126,461	-0.0%	Shares	Sole	2025-01-24
2024-09-30	$7,174,586	126,469	+50.0%	Shares	Sole	2024-10-18
2024-06-30	$6,625,319	84,313	+0.0%	Shares	Sole	2024-07-19
2024-03-31	$7,456,553	84,312	+139.7%	Shares	Sole	2024-04-17
2023-12-31	$2,487,224	35,170	-0.2%	Shares	Sole	2024-01-25
2023-09-30	$2,236,373	35,224	+0.2%	Shares	Sole	2023-10-25
2023-06-30	$2,094,607	35,168	0.0%	Shares	Sole	2023-07-31
2023-03-31	$2,189,561	35,168	+0.0%	Shares	Sole	2023-05-08
2022-12-31	$2,552,069	35,167	0.0%	Shares	Sole	2023-01-27
2022-09-30	$2,271,083	35,167	+0.0%	Shares	Sole	2022-10-17
2022-06-30	$2,400,432	35,166	0.0%	Shares	Sole	2022-07-21
2022-03-31	$2,341,702	35,166	+50.0%	Shares	Sole	2022-04-26
2021-12-31	$1,931,552	23,444	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,715,556	23,443	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,744,788	23,442	0.0%	Shares	Sole	2021-08-10
2021-03-31	$1,766,355	23,442	0.0%	Shares	Sole	2021-04-05
2020-12-31	$1,557,017	23,442	0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,433,479	23,442	0.0%	Shares	Sole	2020-11-09
2020-06-30	$1,342,991	23,442	0.0%	Shares	Sole	2020-08-13
2020-03-31	$1,222,970	23,442	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.