WRB β€” BERKLEY W R CORP

Ownership history in Crumly & Associates Inc.  Β·  3 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported BERKLEY W R CORP (WRB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows WRB at 0.05% 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.

What this WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in BERKLEY W R CORP, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2025 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 Crumly & Associates Inc. held WRB β€” position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,436 +5 +0.1% 0.05% $228K 2026-05-15 (Est.) $65.99
2025 Q4 ADDED 3,431 +4 +0.1% 0.05% $241K 2026-01-14 $69.09
2025 Q3 INITIATED 3,427 β€” β€” 0.06% $263K 2025-11-03 $70.56

FAQ About Crumly & Associates Inc. and WRB

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

How long has Crumly & Associates Inc. reported owning WRB?

Crumly & Associates Inc. reported WRB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WRB position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for WRB was 0.06% in 2025 Q3.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 3,436 shares, equal to 0.05% of portfolio, with an estimated market value of $228K.

What does the chart on this WRB ownership page compare?

The chart compares Crumly & Associates Inc.'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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