WRB WR BERKLEY CORP COMMON STOCK

Ownership history in Coastline Trust Co  ·  46 quarters on record

AI Ownership Summary

Coastline Trust Co reported WR BERKLEY CORP COMMON STOCK (WRB) in 46 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows WRB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in WR BERKLEY CORP COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WRB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held WRB — position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 622 0% 0.00% $41K 2026-05-15 (Est.) $65.99
2025 Q4 UNCHANGED 622 0% 0.00% $44K 2026-01-05 $70.62
2025 Q3 UNCHANGED 622 0% 0.01% $48K 2025-10-21 $73.73
2025 Q2 UNCHANGED 622 0% 0.01% $46K 2025-07-17 $66.89
2025 Q1 REDUCED 622 -199 -24.2% 0.01% $44K 2025-04-28 $68.85
2024 Q4 UNCHANGED 821 0% 0.01% $48K 2025-02-13 $59.81
2024 Q3 REDUCED 821 -2,927 -78.1% 0.01% $47K 2024-11-06 $58.45
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coastline Trust Co and WRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning WRB?

Coastline Trust Co reported WRB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WRB position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for WRB was 0.01% in 2024 Q4.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 622 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this WRB ownership page compare?

The chart compares Coastline Trust Co's quarterly WRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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