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Confluence Wealth Services »

W.R. Berkley Corporation shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in W.R. Berkley Corporation by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$295k	4.2k	70.53
2024-06-30	$225k	2.9k	78.58
2021-12-31	$999	22	45.45

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Vanguard International High Dividend Yield Etf Etf (VYMI)

Capital Group Dividend Growers Etf Etf (CGDG)

Dimensional International Value Etf Etf (DFIV)

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Ishares Core Dividend Growth Etf Etf (DGRO)

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Ishares Msci Eafe Etf Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding W.R. Berkley Corporation

Mitsui Sumitomo Insurance

Vanguard Capital Management

Vanguard Portfolio Management

State Street Corporation

Geode Capital Management

Kayne Anderson Rudnick Investment Management

Goldman Sachs Group

Dimensional Fund Advisors

Wells Fargo & Company

AQR Capital Management

First Trust Advisors

Norges Bank Investment Management

View all funds holding W.R. Berkley Corporation

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