W.R. Berkley Corporation shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 5.8k | 76.62 |
| 2025-06-30 | $429k | 5.8k | 73.47 |
| 2025-03-31 | $415k | 5.8k | 71.16 |
| 2024-12-31 | $345k | 5.9k | 58.52 |
| 2024-09-30 | $334k | 5.9k | 56.73 |
| 2024-06-30 | $269k | 3.4k | 78.58 |
| 2024-03-31 | $303k | 3.4k | 88.44 |
| 2023-12-31 | $242k | 3.4k | 70.72 |
| 2023-09-30 | $217k | 3.4k | 63.49 |
| 2023-06-30 | $203k | 3.4k | 59.56 |
| 2023-03-31 | $213k | 3.4k | 62.26 |
| 2022-12-31 | $248k | 3.4k | 72.57 |
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