ROTHSCHILD INVESTMENT LLC

Position in WRB — Berkley W R Corp

CIK 85338 CHICAGO, IL

Position in WRB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,188,404

+$947,908 QoQ

Shares Held

31,028

+65.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#299

of 952 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $22,319,317 across 42 Insurance - Property & Casualty names. WRB ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	24,636	$5,861,889
2	CB	Chubb Ltd	12,781	$4,354,997
3	TRV	Travelers Companies, Inc.	12,391	$4,090,516
4	ORI	Old Republic International Corp	62,433	$2,554,758
5	WRB	Berkley W R Corp This page	31,028	$2,188,404
6	AFG	American Financial Group Inc	5,782	$809,133
7	MKL	Markel Group Inc.	403	$787,063
8	THG	Hanover Insurance Group, Inc.	2,833	$606,601

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,188,404	31,028	+65.8%	Shares	Sole	2026-08-06
2026-03-31	$1,240,496	18,716	+2.0%	Shares	Sole	2026-05-07
2025-12-31	$1,286,772	18,351	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,407,126	18,365	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,379,987	18,783	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$1,332,826	18,730	+0.2%	Shares	Sole	2025-04-08
2024-12-31	$1,094,265	18,699	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$1,060,113	18,687	+49.2%	Shares	Sole	2024-10-18
2024-06-30	$984,057	12,523	+2.8%	Shares	Sole	2024-07-31
2024-03-31	$1,077,199	12,180	+4014.9%	Shares	Sole	2024-07-31
2023-12-31	$20,933	296	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.