W.R. Berkley Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 47k | 76.62 |
| 2021-12-31 | $1.5M | 18k | 82.39 |
| 2021-09-30 | $1.3M | 18k | 73.18 |
| 2021-06-30 | $1.3M | 18k | 74.43 |
| 2021-03-31 | $1.4M | 18k | 75.35 |
| 2020-12-31 | $1.2M | 18k | 66.42 |
| 2020-09-30 | $1.1M | 18k | 61.15 |
| 2020-06-30 | $1.0M | 18k | 57.29 |
| 2020-03-31 | $940k | 18k | 52.17 |
| 2019-12-31 | $1.2M | 18k | 69.10 |