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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
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 Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Apple (AAPL)
American Centy Etf Tr Avantis Responsi (AVSD)

View all positions for Willow Creek Wealth Management

Top funds holding W.R. Berkley Corporation

Vanguard Group
Henderson Group
Victory Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Dimensional Fund Advisors
Wells Fargo & Company
Bank of America Corporation
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Barclays
UBS Group
CalPERS

View all funds holding W.R. Berkley Corporation