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W.R. Berkley Corporation shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

All positions including W.R. Berkley Corporation held by Investment Planning 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 14k 78.58
2024-06-30 $1.1M 14k 78.58

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Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Kayne Anderson Rudnick Investment Management
Henderson Group
Geode Capital Management
Jpmorgan Chase & Co
Victory Capital Management
Principal Financial Group
Invesco
Bank of America Corporation
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Goodman & Company, Investment Counsel

View all funds holding W.R. Berkley Corporation