W.R. Berkley Corporation shares owned by Heritage Family Offices
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in W.R. Berkley Corporation
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All positions including W.R. Berkley Corporation held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in W.R. Berkley Corporation by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $704k | 9.2k | 76.62 |
| 2025-06-30 | $728k | 10k | 71.27 |
| 2025-03-31 | $727k | 10k | 71.16 |
| 2024-12-31 | $488k | 8.3k | 58.52 |
| 2024-09-30 | $467k | 8.2k | 56.73 |
| 2024-06-30 | $429k | 5.5k | 78.58 |