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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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All positions including W.R. Berkley Corporation held by Heritage Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 64.43
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