RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in WRB — Berkley W R Corp

CIK 749044 WEST HARTFORD, CT

Position in WRB

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

Position Value

$2,858,651

+$263,922 QoQ

Shares Held

40,531

+3.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#272

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $7,659,865 across 5 Insurance - Property & Casualty names. WRB ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	40,531	$2,858,651
2	TRV	Travelers Companies, Inc.	6,483	$2,140,167
3	CB	Chubb Ltd	6,205	$2,114,291
4	ALL	Allstate Corp	1,310	$311,701
5	SIGI	Selective Insurance Group Inc	2,423	$235,055

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,858,651	40,531	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$2,594,729	39,148	+16.1%	Shares	Sole	2026-05-15
2025-12-31	$2,364,586	33,722	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$2,413,300	31,497	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$2,250,679	30,634	+0.4%	Shares	Sole	2025-08-15
2025-03-31	$2,170,522	30,502	+4.6%	Shares	Sole	2025-05-16
2024-12-31	$1,706,267	29,157	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$1,603,586	28,267	+84.1%	Shares	Sole	2024-11-15
2024-06-30	$1,206,675	15,356	+5.0%	Shares	Sole	2024-08-14
2024-03-31	$1,292,992	14,620	+1.1%	Shares	Sole	2024-05-15
2023-12-31	$1,022,399	14,457	+3.6%	Shares	Sole	2024-02-14
2023-09-30	$885,686	13,950	+6.9%	Shares	Sole	2023-11-16
2023-06-30	$777,020	13,046	-13.6%	Shares	Sole	2023-08-16
2023-03-31	$509	15,100	+48.7%	Shares	Sole	2023-05-11
2022-12-31	$736,803	10,153	-4.2%	Shares	Sole	2023-02-08
2022-09-30	$684,741	10,603	+0.3%	Shares	Sole	2022-11-15
2022-06-30	$721,781	10,574	-1.5%	Shares	Sole	2022-08-10
2022-03-31	$714,843	10,735	+50.0%	Shares	Sole	2022-05-20
2021-12-31	$589,665	7,157	0.0%	Shares	Sole	2022-02-04
2021-09-30	$523,748	7,157	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$528,229	7,097	0.0%	Shares	Sole	2021-08-10
2021-03-31	$534,759	7,097	0.0%	Shares	Sole	2021-05-13
2020-12-31	$471,382	7,097	+9.2%	Shares	Sole	2021-02-16
2020-09-30	$397,291	6,497	+6.6%	Shares	Sole	2020-11-12
2020-06-30	$349,296	6,097	0.0%	Shares	Sole	2020-08-11
2020-03-31	$318,080	6,097	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.