MOODY LYNN LIEBERSON & WALKER, LLC

Position in WRB — Berkley W R Corp

CIK 938592 BOSTON, MA

Position in WRB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$614,457

+$43,389 QoQ

Shares Held

8,712

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#500

of 947 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $3,140,278 across 6 Insurance - Property & Casualty names. WRB ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,034	$671,464
2	CB	Chubb Ltd	1,941	$661,376
3	WRB	Berkley W R Corp This page	8,712	$614,457
4	ALL	Allstate Corp	1,911	$454,703
5	L	Loews Corp	3,614	$409,140
6	AFG	American Financial Group Inc	2,352	$329,138

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,457	8,712	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$571,068	8,616	-23.8%	Shares	Sole	2026-04-13
2025-12-31	$793,057	11,310	-16.1%	Shares	Sole	2026-01-15
2025-09-30	$1,033,373	13,487	+2.2%	Shares	Sole	2025-10-20
2025-06-30	$969,436	13,195	+6.6%	Shares	Sole	2025-07-17
2025-03-31	$880,747	12,377	+7.2%	Shares	Sole	2025-04-28
2024-12-31	$675,437	11,542	+26.7%	Shares	Sole	2025-01-21
2024-09-30	$516,753	9,109	+50.7%	Shares	Sole	2024-10-23
2024-06-30	$475,016	6,045	+46.3%	Shares	Sole	2024-07-25
2024-03-31	$365,434	4,132	+0.0%	Shares	Sole	2024-04-23
2023-12-31	$292,144	4,131	+0.3%	Shares	Sole	2024-01-24
2023-09-30	$261,579	4,120	-93.6%	Shares	Sole	2023-10-24
2022-12-31	$4,672,637	64,388	+0.7%	Shares	Sole	2023-02-01
2022-09-30	$4,128,273	63,925	+5.9%	Shares	Sole	2022-10-26
2022-06-30	$4,119,630	60,352	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.