W.R. Berkley Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $447k | 6.3k | 70.72 |
| 2022-12-31 | $1.5M | 21k | 72.57 |
| 2022-09-30 | $639k | 9.9k | 64.60 |
| 2022-06-30 | $645k | 9.4k | 68.26 |
| 2022-03-31 | $553k | 8.3k | 66.56 |
| 2021-09-30 | $201k | 2.7k | 73.33 |
| 2021-06-30 | $169k | 2.3k | 74.29 |
More positions owned by Heritage Wealth Management
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