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W.R. Berkley Corporation shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

All positions including W.R. Berkley Corporation held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in W.R. Berkley Corporation by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $386k 5.5k 70.12
2025-09-30 $432k 5.6k 76.62
2025-06-30 $421k 5.7k 73.47
2025-03-31 $435k 6.1k 71.16
2024-12-31 $452k 7.7k 58.52

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View all positions for Legacy Capital Wealth Partners

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Henderson Group
Norges Bank Investment Management
Jpmorgan Chase & Co
Invesco
Wells Fargo & Company
Dimensional Fund Advisors
First Trust Advisors
UBS Group
Northern Trust
Royal London Asset Management

View all funds holding W.R. Berkley Corporation