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W.R. Berkley Corporation shares owned by Financial Strategies Group

Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Financial Strategies Group from 13F filings

Historical chart of Financial Strategies Group investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

All positions including W.R. Berkley Corporation held by Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in W.R. Berkley Corporation by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.8M 119k 56.70
2024-09-30 $6.8M 115k 59.26
2024-06-30 $5.9M 75k 79.04
2024-03-31 $5.3M 63k 83.74
2023-12-31 $4.1M 53k 77.69
2023-09-30 $2.7M 41k 66.09

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Ishares Jp Morgan Em Etf (LEMB)
Apple (AAPL)

View all positions for Financial Strategies Group

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Kayne Anderson Rudnick Investment Management
Henderson Group
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Manufacturers Life Insurance Company
First Trust Advisors
Principal Financial Group
Dimensional Fund Advisors
Polar Capital Holdings
Goodman & Company, Investment Counsel
Wells Fargo & Company

View all funds holding W.R. Berkley Corporation