WESTCO ADVISORY SERVICES INC /ADV

Position in WRB — Berkley W R Corp

CIK 946310 LYNBROOK, NY

Position in WRB

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

Position Value

$424,308

+$17,548 QoQ

Shares Held

6,016

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#566

of 947 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESTCO ADVISORY SERVICES INC /ADV holds $2,378,465 across 5 Insurance - Property & Casualty names. WRB ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	4,317	$799,249
2	ALL	Allstate Corp	2,098	$499,198
3	WRB	Berkley W R Corp This page	6,016	$424,308
4	TRV	Travelers Companies, Inc.	1,100	$363,132
5	ORI	Old Republic International Corp	7,150	$292,578

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,308	6,016	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$406,760	6,137	-3.3%	Shares	Sole	2026-05-11
2025-12-31	$444,981	6,346	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.