JONES FINANCIAL COMPANIES LLLP

Position in WRB — Berkley W R Corp

CIK 815917 DES PERES, MO

Position in WRB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$76,043,507

+$75,517,468 QoQ

Shares Held

1,147,307

+15193.3% QoQ

Ownership

0.308%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99.90255441655982.ToString("F0")% Shared 0.ToString("F0")% None 0.09744558344017774.ToString("F0")%

Financial Services · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $589,605,073 across 37 Insurance - Property & Casualty names. WRB ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	637,285	$207,710,299
2	PGR	Progressive Corp/Oh/	728,175	$144,353,411
3	WRB	Berkley W R Corp This page	1,147,307	$76,043,507
4	ALL	Allstate Corp	319,491	$66,243,263
5	KNSL	Kinsale Capital Group, Inc.	93,511	$31,948,967
6	CINF	Cincinnati Financial Corp	149,996	$23,601,869
7	MKL	Markel Group Inc.	5,994	$11,472,934
8	RLI	Rli Corp	171,662	$9,791,600

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,043,507	1,147,307	+15193.3%	Shares	Sole	2026-05-15
2025-12-31	$526,039	7,502	+21.2%	Shares	Sole	2026-02-17
2025-09-30	$474,430	6,192	+8.2%	Shares	Sole	2025-11-04
2025-06-30	$420,395	5,722	+61.4%	Shares	Sole	2025-08-13
2025-03-31	$252,261	3,545	+50.5%	Shares	Sole	2025-05-28
2024-12-31	$137,872	2,356	+66.3%	Shares	Sole	2025-02-06
2024-09-30	$80,385	1,417	+91.0%	Shares	Sole	2024-11-12
2024-06-30	$38,870	742	+62.0%	Shares	Sole	2024-08-14
2024-03-31	$27,002	458	+263.5%	Shares	Sole	2024-05-14
2023-12-31	$5,940	126	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.