TRUIST FINANCIAL CORP

Position in WRB — Berkley W R Corp

CIK 92230 CHARLOTTE, NC

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Position in WRB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$33,072,926

-$4,854,742 QoQ

Shares Held

468,920

-18.1% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#69

of 950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 3% None 29%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $228,065,419 across 21 Insurance - Property & Casualty names. WRB ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	171,233	$58,345,931
2	TRV	Travelers Companies, Inc.	147,405	$48,661,337
3	PGR	Progressive Corp/Oh/	164,524	$35,940,267
4	WRB	Berkley W R Corp This page	468,920	$33,072,926
5	ALL	Allstate Corp	128,617	$30,603,128
6	MKL	Markel Group Inc.	2,628	$5,132,510
7	AIZ	Assurant, Inc.	13,479	$3,619,514
8	CINF	Cincinnati Financial Corp	15,398	$2,850,784

All Filings in WRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,072,926	468,920	-18.1%	Shares	Defined	2026-07-28
2026-03-31	$37,927,668	572,234	-16.5%	Shares	Defined	2026-04-27
2025-12-31	$48,029,464	684,961	-46.8%	Shares	Defined	2026-02-02
2025-09-30	$98,627,101	1,287,224	-2.6%	Shares	Defined	2025-11-03
2025-06-30	$97,076,718	1,321,311	-13.4%	Shares	Defined	2025-07-18
2025-03-31	$108,531,025	1,525,169	+3.8%	Shares	Defined	2025-04-29
2024-12-31	$85,985,249	1,469,331	+15.2%	Shares	Defined	2025-01-31
2024-09-30	$72,369,948	1,275,691	+57.1%	Shares	Defined	2024-11-13
2024-06-30	$63,794,739	811,844	+3.4%	Shares	Defined	2024-08-21
2024-03-31	$69,434,772	785,106	+7.5%	Shares	Defined	2024-05-13
2023-12-31	$51,633,060	730,105	+2.7%	Shares	Defined	2024-02-02
2023-09-30	$45,147,391	711,094	+6.2%	Shares	Defined	2023-11-14
2023-06-30	$39,864,434	669,315	+11.2%	Shares	Defined	2023-08-01
2023-03-31	$37,483,660	602,050	+16.3%	Shares	Defined	2023-05-05
2022-12-31	$37,557,006	517,528	+237.9%	Shares	Defined	2023-02-17
2022-09-30	$9,892,032	153,175	+11.7%	Shares	Defined	2022-10-26
2022-06-30	$9,360,227	137,126	+0.8%	Shares	Defined	2022-07-22
2022-03-31	$9,062,225	136,090	+69.0%	Shares	Defined	2022-04-22
2021-12-31	$6,633,138	80,509	+25.7%	Shares	Defined	2022-02-14
2021-09-30	$4,686,658	64,043	+7.3%	Shares	Defined	2021-11-05
2021-06-30	$4,440,418	59,659	+10.2%	Shares	Defined	2021-08-16
2021-03-31	$4,079,751	54,144	+21.5%	Shares	Defined	2021-05-17
2020-12-31	$2,959,209	44,553	+13.1%	Shares	Defined	2021-11-19
2020-09-30	$2,408,332	39,384	+34.0%	Shares	Defined	2021-11-05
2020-06-30	$1,683,520	29,386	+15.0%	Shares	Defined	2021-11-16
2020-03-31	$1,332,995	25,551	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.