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W.R. Berkley Corporation shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in W.R. Berkley Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in W.R. Berkley Corporation by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $275k 3.9k 70.53

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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
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