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W.R. Berkley Corporation shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

All positions including W.R. Berkley Corporation held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in W.R. Berkley Corporation by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 5.7k 76.62
2025-06-30 $210k 2.9k 73.47

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus Wealth Management

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Kayne Anderson Rudnick Investment Management
Leucadia National Corporation
Geode Capital Management
Henderson Group
Principal Financial Group
Jpmorgan Chase & Co
Invesco
First Trust Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust

View all funds holding W.R. Berkley Corporation