W.R. Berkley Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 2.9k | 76.62 |
| 2025-06-30 | $210k | 2.9k | 73.47 |
| 2025-03-31 | $204k | 2.9k | 71.16 |
| 2024-12-31 | $168k | 2.9k | 58.52 |
| 2024-09-30 | $162k | 2.9k | 56.73 |
| 2024-06-30 | $150k | 1.9k | 78.58 |
| 2024-03-31 | $169k | 1.9k | 88.44 |
| 2023-12-31 | $137k | 1.9k | 70.72 |
| 2023-09-30 | $121k | 1.9k | 63.49 |
| 2023-06-30 | $114k | 1.9k | 59.56 |
| 2023-03-31 | $119k | 1.9k | 62.26 |
| 2022-12-31 | $139k | 1.9k | 72.57 |
| 2022-09-30 | $123k | 1.9k | 64.58 |
| 2022-06-30 | $130k | 1.9k | 68.10 |
| 2022-03-31 | $127k | 1.9k | 66.53 |
| 2021-12-31 | $105k | 1.3k | 82.39 |
| 2021-09-30 | $93k | 1.3k | 73.18 |
| 2021-06-30 | $95k | 1.3k | 74.43 |
| 2021-03-31 | $96k | 1.3k | 75.35 |
| 2020-12-31 | $85k | 1.3k | 66.77 |
| 2020-09-30 | $78k | 1.3k | 61.15 |
| 2020-06-30 | $72k | 101 | 712.87 |
| 2020-03-31 | $66k | 1.3k | 52.17 |
| 2019-12-31 | $88k | 1.3k | 69.10 |
| 2019-09-30 | $91k | 1.3k | 71.48 |
| 2019-06-30 | $84k | 1.3k | 65.93 |
| 2019-03-31 | $72k | 849 | 84.72 |
| 2018-12-31 | $62k | 849 | 73.03 |
| 2018-09-30 | $67k | 849 | 78.92 |