STIFEL FINANCIAL CORP

Position in WRB — Berkley W R Corp

CIK 720672 ST. LOUIS, MO

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Position in WRB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$44,190,795

-$5,104,684 QoQ

Shares Held

666,729

-5.2% QoQ

Ownership

0.179%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87.87363381523828.ToString("F0")% Shared 0.12718810791191024.ToString("F0")% None 11.999178076849814.ToString("F0")%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $481,484,678 across 23 Insurance - Property & Casualty names. WRB ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	819,509	$267,102,564
2	WRB	Berkley W R Corp This page	666,729	$44,190,795
3	TRV	Travelers Companies, Inc.	143,185	$41,764,200
4	ALL	Allstate Corp	176,522	$36,600,069
5	PGR	Progressive Corp/Oh/	154,281	$30,584,663
6	CINF	Cincinnati Financial Corp	91,545	$14,404,604
7	RLI	Rli Corp	238,312	$13,593,314
8	KNSL	Kinsale Capital Group, Inc.	27,547	$9,411,706

All Filings in WRB

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,190,795	666,729	-5.2%	Shares	Defined	2026-05-12
2025-12-31	$49,295,479	703,016	-16.5%	Shares	Defined	2026-02-13
2025-09-30	$64,487,680	841,656	-6.0%	Shares	Defined	2025-11-12
2025-06-30	$65,749,329	894,914	-0.2%	Shares	Defined	2025-08-14
2025-03-31	$63,836,424	897,083	+0.8%	Shares	Defined	2025-05-14
2024-12-31	$52,057,225	889,563	+15.9%	Shares	Defined	2025-02-13
2024-09-30	$43,556,895	767,793	+50.0%	Shares	Defined	2024-11-14
2024-06-30	$26,820,939	511,980	-2.7%	Shares	Defined	2024-08-13
2024-03-31	$31,032,002	526,323	+2.1%	Shares	Defined	2024-05-14
2023-12-31	$24,310,722	515,640	-12.7%	Shares	Defined	2024-02-12
2023-09-30	$24,998,824	590,616	+29.4%	Shares	Defined	2023-11-13
2023-06-30	$18,123,445	456,433	-4.1%	Shares	Defined	2023-08-14
2023-03-31	$19,765,240	476,194	-18.3%	Shares	Defined	2023-05-12
2022-12-31	$28,211,296	583,119	-4.0%	Shares	Defined	2023-02-13
2022-09-30	$26,163,101	607,691	-0.8%	Shares	Defined	2022-11-14
2022-06-30	$27,875,900	612,567	+11.7%	Shares	Defined	2022-08-15
2022-03-31	$24,353,052	548,575	+57.6%	Shares	Defined	2022-05-13
2021-12-31	$12,743,394	348,011	+3.6%	Shares	Defined	2022-02-14
2021-09-30	$10,926,699	335,954	+4.2%	Shares	Defined	2021-11-15
2021-06-30	$10,667,834	322,486	+4.3%	Shares	Defined	2021-08-13
2021-03-31	$10,359,286	309,335	+5.5%	Shares	Defined	2021-05-14
2020-12-31	$8,658,744	293,318	+8.1%	Shares	Defined	2021-02-12
2020-09-30	$7,375,346	271,374	+20.6%	Shares	Defined	2020-11-16
2020-06-30	$5,729,884	225,035	+8.8%	Shares	Defined	2020-08-14
2020-03-31	$4,795,565	206,824	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.