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W.R. Berkley Corporation shares owned by Willow Creek Wealth Management

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

Historical chart of Willow Creek Wealth Management investment in W.R. Berkley Corporation

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

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Quarterly reported holdings in W.R. Berkley Corporation by Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 33k 76.62
2025-06-30 $2.4M 33k 73.47
2025-03-31 $2.3M 33k 71.16
2024-12-31 $1.9M 33k 58.52
2024-09-30 $1.9M 33k 56.73
2024-06-30 $1.7M 22k 78.58
2024-03-31 $1.9M 22k 88.44
2023-12-31 $1.6M 22k 70.72
2023-09-30 $1.4M 22k 63.49
2023-06-30 $1.3M 22k 59.56
2023-03-31 $1.4M 22k 62.26
2022-12-31 $1.6M 22k 72.58
2022-09-30 $1.6M 25k 64.57
2022-06-30 $1.7M 25k 68.26
2022-03-31 $1.6M 25k 66.60
2021-12-31 $1.4M 16k 82.37
2021-09-30 $1.2M 16k 73.18
2021-06-30 $1.2M 16k 74.40
2021-03-31 $1.2M 16k 75.37
2020-12-31 $1.1M 16k 66.43
2020-09-30 $1.0M 16k 61.14
2020-06-30 $942k 16k 57.31
2020-03-31 $858k 16k 52.20
2019-12-31 $1.1M 16k 69.11
2019-09-30 $1.2M 16k 72.21
2019-06-30 $1.1M 16k 65.94
2019-03-31 $928k 11k 84.68
2018-12-31 $810k 11k 73.91
2018-09-30 $876k 11k 79.93
2018-06-30 $794k 11k 72.45
2018-03-31 $797k 11k 72.73
2017-12-31 $785k 11k 71.63
2017-09-30 $731k 11k 66.70
2017-06-30 $758k 11k 69.17
2017-03-31 $774k 11k 70.63
2016-12-31 $729k 11k 66.52
2016-09-30 $633k 11k 57.76
2016-06-30 $657k 11k 59.95
2016-03-31 $616k 11k 56.21
2015-12-31 $600k 11k 54.75
2015-09-30 $596k 11k 54.38
2015-06-30 $569k 11k 51.92
2015-03-31 $554k 11k 50.55
2014-12-31 $562k 11k 51.28

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust Portfolio Short (SPSB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Willow Creek Wealth Management

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