W.R. Berkley Corporation shares owned by Compass Wealth Management
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 13k | 76.62 |
| 2025-06-30 | $979k | 13k | 73.47 |
| 2025-03-31 | $949k | 13k | 71.16 |
| 2024-12-31 | $780k | 13k | 58.52 |
| 2024-09-30 | $756k | 13k | 56.73 |
| 2024-06-30 | $699k | 8.9k | 78.58 |
| 2024-03-31 | $786k | 8.9k | 88.44 |
| 2023-12-31 | $629k | 8.9k | 70.72 |
| 2023-09-30 | $564k | 8.9k | 63.49 |
| 2023-06-30 | $529k | 8.9k | 59.56 |
| 2023-03-31 | $553k | 8.9k | 62.26 |
| 2022-12-31 | $645k | 8.9k | 72.57 |