Larry Mathis Financial Planning »

W.R. Berkley Corporation shares owned by Larry Mathis Financial Planning

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

Historical chart of Larry Mathis Financial Planning investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

All positions including W.R. Berkley Corporation held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in W.R. Berkley Corporation by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 2.9k 70.53

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Sp Telco (XTL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Biot (XBI)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Larry Mathis Financial Planning

Top funds holding W.R. Berkley Corporation

Mitsui Sumitomo Insurance
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Morgan Stanley
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Invesco
First Trust Advisors
Wells Fargo & Company
Dimensional Fund Advisors
UBS Group
Bank of America Corporation
Goldman Sachs Group

View all funds holding W.R. Berkley Corporation