CALDWELL SUTTER CAPITAL, INC.

Position in WRB — Berkley W R Corp

CIK 702007 SAUSALITO, CA

Position in WRB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$278,593

+$6,845 QoQ

Shares Held

3,950

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#648

of 952 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $6,383,214 across 9 Insurance - Property & Casualty names. WRB ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DGICA	Donegal Group Inc	226,439	$4,270,639
2	NODK	NI Holdings, Inc.	44,469	$698,607
3	TRV	Travelers Companies, Inc.	1,168	$385,580
4	WRB	Berkley W R Corp This page	3,950	$278,593
5	L	Loews Corp	2,100	$237,741
6	KNSL	Kinsale Capital Group, Inc.	698	$230,207
7	ORI	Old Republic International Corp	5,500	$225,060
8	ALL	Allstate Corp	200	$47,588

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,593	3,950	-3.7%	Shares	Sole	2026-08-05
2026-03-31	$271,748	4,100	+10.8%	Shares	Sole	2026-05-06
2025-12-31	$259,444	3,700	0.0%	Shares	Sole	2026-01-30
2025-09-30	$283,494	3,700	0.0%	Shares	Sole	2025-10-29
2025-06-30	$271,839	3,700	0.0%	Shares	Sole	2025-07-11
2025-03-31	$263,292	3,700	+12.1%	Shares	Sole	2025-04-16
2024-12-31	$193,116	3,300	+180.9%	Shares	Sole	2025-01-21
2024-09-30	$66,657	1,175	+161.1%	Shares	Sole	2024-10-25
2024-06-30	$35,361	450	0.0%	Shares	Sole	2024-07-23
2024-03-31	$39,798	450	0.0%	Shares	Sole	2024-04-19
2023-12-31	$31,824	450	0.0%	Shares	Sole	2024-01-19
2023-09-30	$28,570	450	0.0%	Shares	Sole	2023-10-25
2023-06-30	$26,802	450	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.