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W.R. Berkley Corporation shares owned by Genesis Private Wealth

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

Historical chart of Genesis Private Wealth investment in W.R. Berkley Corporation

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

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Quarterly reported holdings in W.R. Berkley Corporation by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 5.8k 76.62
2025-06-30 $435k 5.9k 73.47
2025-03-31 $488k 6.9k 71.16
2024-12-31 $470k 8.0k 58.52

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Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Genesis Private Wealth

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