Family CFO Inc WRB β€” WR Berkley Corp

Ownership history in Family CFO Inc  Β·  3 quarters on record

AI Ownership Summary

Family CFO Inc reported WR Berkley Corp (WRB) in 3 quarterly 13F filings from 2024 Q4 through 2025 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.

What this WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family CFO Inc's position in WR Berkley 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Family CFO Inc held WRB β€” position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 60 β€” 0% 0.00% $4K 2026-01-23 $67.04
2025 Q2 UNCHANGED β€” β€” β€” 60 β€” 0% 0.00% $4K 2025-07-21 $66.57
2024 Q4 INITIATED β€” β€” β€” 60 β€” β€” 0.00% $4K 2025-01-30 $57.67

FAQ About Family CFO 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 Family CFO Inc reported owning WRB?

Family CFO Inc reported WRB across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WRB position in Family CFO Inc's portfolio?

The largest reported portfolio weight for WRB was 0.00% in 2025 Q2.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2025 Q4, when Family CFO Inc reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this WRB ownership page compare?

The chart compares Family CFO 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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