Carolina Wealth Advisors »

W.R. Berkley Corporation shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in W.R. Berkley Corporation by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5k 21 73.48
2025-03-31 $1.5k 21 71.14
2024-12-31 $1.2k 21 58.52
2024-09-30 $1.2k 21 56.71

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth Advisors

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