W.R. Berkley Corporation shares owned by A. Montag and Associates
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 88k | 58.52 |
| 2024-09-30 | $5.0M | 89k | 56.73 |
| 2024-06-30 | $4.6M | 58k | 78.58 |
| 2024-03-31 | $5.2M | 59k | 88.44 |
| 2023-12-31 | $4.2M | 60k | 70.72 |
| 2023-09-30 | $3.9M | 61k | 64.03 |
| 2023-06-30 | $3.7M | 62k | 59.56 |
| 2023-03-31 | $3.9M | 63k | 62.26 |
| 2022-12-31 | $4.6M | 63k | 72.57 |
| 2022-09-30 | $4.1M | 63k | 64.66 |
| 2022-06-30 | $4.5M | 65k | 68.80 |
| 2022-03-31 | $4.5M | 68k | 66.59 |
| 2021-12-31 | $3.9M | 47k | 82.39 |
| 2021-09-30 | $3.5M | 48k | 73.19 |
| 2021-06-30 | $3.8M | 52k | 74.43 |
| 2021-03-31 | $4.0M | 53k | 75.35 |
| 2020-12-31 | $3.7M | 56k | 66.41 |
| 2020-09-30 | $3.4M | 56k | 61.15 |
| 2020-06-30 | $3.3M | 57k | 57.28 |
| 2020-03-31 | $3.0M | 57k | 52.18 |
| 2019-12-31 | $4.0M | 58k | 69.11 |
| 2019-09-30 | $4.3M | 59k | 72.23 |
| 2019-06-30 | $3.9M | 60k | 65.92 |
| 2019-03-31 | $3.5M | 41k | 84.72 |
| 2018-12-31 | $3.1M | 42k | 73.91 |
| 2018-09-30 | $3.5M | 44k | 79.93 |
| 2018-06-30 | $3.2M | 44k | 72.41 |
| 2018-03-31 | $3.2M | 44k | 72.71 |
| 2017-12-31 | $3.3M | 46k | 71.65 |
| 2017-09-30 | $3.2M | 48k | 66.73 |
| 2017-06-30 | $3.3M | 48k | 69.17 |
| 2017-03-31 | $3.4M | 48k | 70.63 |
| 2016-12-31 | $3.3M | 50k | 66.51 |
| 2016-09-30 | $2.9M | 50k | 57.75 |
| 2016-06-30 | $3.1M | 51k | 59.92 |
| 2016-03-31 | $2.9M | 51k | 56.19 |
| 2015-12-31 | $2.9M | 53k | 54.75 |
| 2015-09-30 | $2.9M | 54k | 54.37 |
| 2015-06-30 | $2.8M | 55k | 51.93 |
| 2015-03-31 | $2.8M | 55k | 50.52 |
| 2014-12-31 | $2.8M | 55k | 51.27 |
| 2014-09-30 | $2.6M | 55k | 47.81 |
| 2014-06-30 | $2.9M | 62k | 46.31 |
| 2014-03-31 | $2.6M | 62k | 41.63 |
| 2013-12-31 | $2.7M | 62k | 43.39 |
| 2013-09-30 | $2.8M | 65k | 42.86 |
| 2013-06-30 | $3.2M | 78k | 40.86 |
| 2013-03-31 | $3.7M | 84k | 44.37 |
| 2012-12-31 | $3.3M | 88k | 37.74 |
| 2012-09-30 | $3.1M | 82k | 37.48 |
| 2012-06-30 | $3.2M | 82k | 38.92 |
| 2012-03-31 | $3.0M | 83k | 36.13 |
| 2011-12-31 | $4.4M | 129k | 34.39 |
| 2011-09-30 | $3.9M | 131k | 29.69 |
| 2011-06-30 | $6.1M | 189k | 32.44 |
| 2011-03-31 | $4.8M | 149k | 32.21 |
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