WRB BERKLEY W R CORP

Ownership history in Caprock Group, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, 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
0.05% (2022 Q2)
Avg. % of fund
0.02%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,650 -4,485 -34.1% 0.02% $620K $75.32
2025 Q1 ADDED 13,135 +3,880 +41.9% 0.03% $935K $69.31
2024 Q4 ADDED 9,255 +3,078 +49.8% 0.02% $542K $56.92
2024 Q3 ADDED 6,177 +2,893 +88.1% 0.01% $350K $54.66
2024 Q2 REDUCED 3,284 -328 -9.1% 0.01% $258K $50.18
2024 Q1 ADDED 3,612 +202 +5.9% 0.02% $320K $56.04
2023 Q4 REDUCED 3,410 -550 -13.9% 0.02% $241K $44.76
2023 Q1 ADDED 3,960 +293 +8.0% 0.02% $247K $38.63
2022 Q4 REDUCED 3,667 -3,796 -50.9% 0.02% $266K $44.65
2022 Q3 REDUCED 7,463 -579 -7.2% 0.05% $483K $39.67
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% of Fund (quarterly)    WRB price (monthly, adj. close)
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