SEC 13F Intelligence

Speece Thorson Capital Group Inc / WRB

Speece Thorson Capital Group Inc’s Berkley W R Corp Position

Does Speece Thorson Capital Group Inc own Berkley W R Corp (WRB)? Yes131.9K shares worth $9M (+1.99% of its 13F portfolio) as of Q1 2026, down from 144.9K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
131.9K
% of Portfolio
+1.99%
Quarters Held
29
currently held

Position History WRB

Reported value by quarter
Q1 ’19: $9MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $5MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ1 ’22: $7MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ1 ’23: $9MQ1 ’23Q2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ1 ’24: $14MQ1 ’24Q2 ’24: $12MQ3 ’24: $13MQ4 ’24: $13MQ1 ’25: $16MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026131.9K$9M+1.99%
Q4 2025144.9K$10M+2.20%
Q3 2025153.2K$12M+2.34%
Q2 2025154.9K$11M+2.32%
Q1 2025225.2K$16M+3.30%
Q4 2024228.8K$13M+2.64%
Q3 2024230.2K$13M+2.41%
Q2 2024231.0K$12M+2.47%
Q1 2024157.0K$14M+2.68%
Q4 2023196.8K$14M+2.85%
Q3 2023195.9K$12M+2.74%
Q2 2023196.3K$12M+2.39%
Q1 2023152.0K$9M+1.99%
Q4 202275.8K$6M+1.18%
Q3 202275.8K$5M+1.12%
Q2 202273.8K$5M+1.19%
Q1 2022103.3K$7M+1.47%
Q4 202177.5K$6M+1.22%
Q3 202177.2K$6M+1.18%
Q2 202177.3K$6M+1.20%
Q1 202177.6K$6M+1.23%
Q4 202078.1K$5M+1.23%
Q3 202079.2K$5M+1.28%
Q2 202078.9K$5M+1.30%
Q1 202079.8K$4M+1.43%
Q4 201981.0K$6M+1.45%
Q3 201981.6K$6M+1.58%
Q2 201983.7K$6M+1.47%
Q1 2019151.6K$9M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of WRB.