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W.R. Berkley Corporation shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in W.R. Berkley Corporation

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

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Quarterly reported holdings in W.R. Berkley Corporation by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 2.6k 76.62
2025-06-30 $221k 3.0k 73.46
2025-03-31 $216k 3.0k 71.16

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Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Kayne Anderson Rudnick Investment Management
Leucadia National Corporation
Geode Capital Management
Henderson Group
Principal Financial Group
Jpmorgan Chase & Co
Invesco
First Trust Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust

View all funds holding W.R. Berkley Corporation