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W.R. Berkley Corporation shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in W.R. Berkley Corporation

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

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Quarterly reported holdings in W.R. Berkley Corporation by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2k 17 70.53
2025-03-31 $427 6 71.17
2023-09-30 $12k 188 63.49
2023-06-30 $11k 180 59.56
2022-03-31 $0 3 0.00

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Top funds holding W.R. Berkley Corporation

Mitsui Sumitomo Insurance
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Morgan Stanley
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Invesco
First Trust Advisors
Wells Fargo & Company
Dimensional Fund Advisors
UBS Group
Bank of America Corporation
Goldman Sachs Group

View all funds holding W.R. Berkley Corporation