MACKENZIE FINANCIAL CORP

Position in WRB — Berkley W R Corp

CIK 919859 TORONTO ONTARIO, A6

Position in WRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,649,703

+$4,186,906 QoQ

Shares Held

136,817

+66.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#143

of 933 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MACKENZIE FINANCIAL CORP holds $337,043,684 across 14 Insurance - Property & Casualty names. WRB ranks #7 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	262,036	$89,286,146
2	PGR	Progressive Corp/Oh/	342,528	$74,825,241
3	TRV	Travelers Companies, Inc.	221,910	$73,256,929
4	ALL	Allstate Corp	212,075	$50,461,125
5	CINF	Cincinnati Financial Corp	73,917	$13,684,993
6	MKL	Markel Group Inc.	5,701	$11,134,110
7	WRB	Berkley W R Corp This page	136,817	$9,649,703
8	L	Loews Corp	73,844	$8,359,879

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,649,703	136,817	+66.0%	Shares	Sole	2026-08-13
2026-03-31	$5,462,797	82,420	+8.3%	Shares	Sole	2026-05-13
2025-12-31	$5,337,324	76,117	+30.2%	Shares	Sole	2026-02-18
2025-09-30	$4,480,967	58,483	-23.7%	Shares	Sole	2025-11-13
2025-06-30	$5,633,091	76,672	+10.7%	Shares	Sole	2025-08-13
2025-03-31	$4,928,897	69,265	+7.2%	Shares	Sole	2025-05-07
2024-12-31	$3,782,849	64,642	-9.7%	Shares	Sole	2025-05-02
2024-09-30	$4,058,974	71,549	+59.6%	Shares	Sole	2024-11-13
2024-06-30	$3,522,429	44,826	-23.1%	Shares	Sole	2024-08-14
2024-03-31	$5,157,997	58,322	+8.3%	Shares	Sole	2024-05-10
2023-12-31	$3,808,486	53,853	+38.7%	Shares	Sole	2024-01-30
2023-09-30	$2,465,191	38,828	+0.9%	Shares	Sole	2023-10-25
2023-06-30	$2,291,811	38,479	+7.8%	Shares	Sole	2023-08-03
2023-03-31	$2,222,932	35,704	+18.3%	Shares	Sole	2023-04-24
2022-12-31	$2,190,235	30,181	+56.0%	Shares	Sole	2023-02-14
2022-09-30	$1,249,169	19,343	-39.4%	Shares	Sole	2022-10-07
2022-06-30	$2,180,362	31,942	+62.7%	Shares	Sole	2022-08-10
2022-03-31	$1,307,160	19,630	+34.5%	Shares	Sole	2022-05-13
2021-12-31	$1,202,400	14,594	+6.7%	Shares	Sole	2022-02-14
2021-09-30	$1,001,393	13,684	+9.1%	Shares	Sole	2021-11-08
2021-06-30	$933,649	12,544	-39.1%	Shares	Sole	2021-08-11
2021-03-31	$1,550,854	20,582	-67.4%	Shares	Sole	2021-05-14
2020-12-31	$4,192,098	63,115	-8.4%	Shares	Sole	2021-02-10
2020-09-30	$4,215,378	68,935	+40.7%	Shares	Sole	2020-11-13
2020-06-30	$2,807,436	49,004	+17.8%	Shares	Sole	2020-08-13
2020-03-31	$2,169,909	41,593	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.