WRB — BERKLEY W R CORP

Ownership history in Gilbert & Cook, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. 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
0.03% (2025 Q1)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,283 +86 +2.7% 0.03% $252K $75.32
2025 Q2 ADDED 3,197 +9 +0.3% 0.03% $235K $72.13
2025 Q1 INITIATED 3,188 — — 0.03% $227K $69.31
% of Fund (quarterly)    WRB price (monthly, adj. close)

Other funds also holding WRB

As of 2025 Q4 — sorted by position size

MITSUI SUMITOMO INSURANCE CO LTD 100.0% Mraz, Amerine & Associates, Inc. 3Y 7Y 6.6% Dundas Partners LLP 3Y 7Y 5.73% PhiloSmith Capital Corp 3Y 5.02% America First Investment Advisors, LLC 3Y 7Y 4.84% 7G CAPITAL MANAGEMENT, LLC 3Y 4.36% BloombergSen Inc. 3Y 7Y 3.48% Cornerstone Investment Partners, LLC 3Y 7Y 2.99% Fairman Group, LLC 2.98% Wallington Asset Management, LLC 3Y 7Y 2.83%
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