W.R. Berkley Corporation shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in W.R. Berkley Corporation
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Quarterly reported holdings in W.R. Berkley Corporation by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $160k | 2.8k | 56.73 |
| 2024-06-30 | $147k | 1.9k | 78.58 |
| 2024-03-31 | $175k | 2.0k | 88.44 |
| 2023-12-31 | $122k | 1.7k | 70.72 |
| 2022-09-30 | $109k | 1.7k | 64.61 |
| 2022-06-30 | $120k | 1.8k | 68.30 |
| 2022-03-31 | $112k | 1.7k | 66.39 |
| 2021-12-31 | $93k | 1.1k | 82.67 |
| 2021-09-30 | $82k | 1.1k | 72.89 |
| 2021-06-30 | $173k | 2.3k | 74.41 |
| 2021-03-31 | $175k | 2.3k | 75.27 |
| 2020-12-31 | $154k | 2.3k | 66.24 |
| 2020-09-30 | $142k | 2.3k | 61.08 |
| 2020-06-30 | $150k | 2.6k | 57.14 |
| 2020-03-31 | $137k | 2.6k | 52.19 |
| 2019-12-31 | $181k | 2.6k | 68.95 |
| 2019-09-30 | $190k | 2.6k | 72.38 |
| 2019-06-30 | $173k | 2.6k | 65.90 |
| 2019-03-31 | $148k | 1.8k | 84.57 |
| 2018-12-31 | $129k | 1.8k | 73.71 |
| 2018-09-30 | $140k | 1.8k | 80.00 |
| 2018-06-30 | $127k | 1.8k | 72.57 |
| 2018-03-31 | $127k | 1.8k | 72.57 |
| 2017-03-31 | $222k | 3.2k | 70.48 |
| 2016-12-31 | $213k | 3.2k | 66.56 |
| 2015-03-31 | $182k | 3.6k | 50.56 |
| 2014-12-31 | $185k | 3.6k | 51.39 |
| 2014-09-30 | $174k | 3.7k | 47.67 |
| 2014-06-30 | $81k | 1.8k | 46.29 |
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