W.R. Berkley Corporation shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in W.R. Berkley Corporation
Tip: Access up to 7 years of quarterly data
All positions including W.R. Berkley Corporation held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in W.R. Berkley Corporation by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $580k | 9.9k | 58.52 |
| 2024-09-30 | $553k | 9.7k | 56.73 |
| 2024-06-30 | $508k | 6.5k | 78.58 |
| 2024-03-31 | $567k | 6.4k | 88.44 |
| 2023-12-31 | $453k | 6.4k | 70.72 |
| 2023-09-30 | $399k | 6.3k | 63.49 |
| 2023-06-30 | $374k | 6.3k | 59.56 |
| 2023-03-31 | $391k | 6.3k | 62.26 |
| 2022-12-31 | $451k | 6.2k | 72.58 |
| 2022-09-30 | $401k | 6.2k | 64.54 |
| 2022-06-30 | $420k | 6.1k | 68.33 |
| 2022-03-31 | $409k | 6.1k | 66.54 |
| 2021-12-31 | $337k | 4.1k | 82.36 |
| 2021-09-30 | $295k | 4.0k | 73.13 |
| 2021-06-30 | $297k | 4.0k | 74.36 |
| 2021-03-31 | $301k | 4.0k | 75.36 |
| 2020-12-31 | $282k | 4.3k | 64.99 |
| 2020-09-30 | $243k | 4.0k | 61.06 |
| 2020-06-30 | $228k | 4.0k | 57.40 |
| 2020-03-31 | $207k | 4.0k | 52.22 |
| 2019-12-31 | $273k | 4.0k | 69.04 |
| 2019-09-30 | $265k | 3.9k | 67.84 |
| 2019-06-30 | $268k | 3.9k | 68.72 |
| 2019-03-31 | $218k | 2.6k | 84.76 |