Ownership history in BFSG, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π BFSG, LLC outperformed the S&P 500 by +96.1% annually on this WRB position. Timing score: 33% (1/3 decisions correct). Average cost basis: $27.89. Maximum drawdown during holding period: β26.7%.
π₯ Exceptional β beat the S&P 500 by 96.1% per year on this position.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $27.89 (2019 Q3) Β· Worst: $27.89 (2019 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 3 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size