WRB — BERKLEY W R CORP

Ownership history in BFSG, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which BFSG, LLC reported a position in BERKLEY W R CORP (WRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.06% (2019 Q3)
Avg. % of fund
0.7%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15 -64,665 -100.0% 0.00% $1K $75.32
2020 Q1 REDUCED 64,680 -2,491 -3.7% 0.87% $3.4M $20.43
2019 Q4 REDUCED 67,171 -399 -0.6% 0.88% $4.6M $27.02
2019 Q3 INITIATED 67,570 — — 1.06% $4.8M $27.89
% of Fund (quarterly)    WRB price (monthly, adj. close)

Other funds also holding WRB

As of 2025 Q4 — sorted by position size

MITSUI SUMITOMO INSURANCE CO LTD 100.0% Mraz, Amerine & Associates, Inc. 3Y 7Y 6.6% Dundas Partners LLP 3Y 7Y 5.73% PhiloSmith Capital Corp 3Y 5.02% America First Investment Advisors, LLC 3Y 7Y 4.84% 7G CAPITAL MANAGEMENT, LLC 3Y 4.36% BloombergSen Inc. 3Y 7Y 3.48% Cornerstone Investment Partners, LLC 3Y 7Y 2.99% Fairman Group, LLC 2.98% Wallington Asset Management, LLC 3Y 7Y 2.83%
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