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W.R. Berkley Corporation shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in W.R. Berkley Corporation by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $66k 1.2k 56.73
2024-06-30 $62k 790 78.58

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Kayne Anderson Rudnick Investment Management
Henderson Group
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Manufacturers Life Insurance Company
Principal Financial Group
First Trust Advisors
Dimensional Fund Advisors
Polar Capital Holdings
Goodman & Company, Investment Counsel
Wells Fargo & Company

View all funds holding W.R. Berkley Corporation