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W.R. Berkley Corporation shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in W.R. Berkley Corporation by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0k 29 70.52

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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
Dimensional Fund Advisors
Wells Fargo & Company
First Trust Advisors
UBS Group
Bank of America Corporation
Goldman Sachs Group

View all funds holding W.R. Berkley Corporation