WRB — W R BERKLEY CORPORATION

Ownership history in MEANS INVESTMENT CO., INC.  ·  28 quarters on record

This page tracks every 13F SEC filing in which MEANS INVESTMENT CO., INC. reported a position in W R BERKLEY CORPORATION (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
0.96% (2024 Q1)
Avg. % of fund
0.56%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 126,465 +2 +0.0% 0.75% $8.9M $70.03
2025 Q3 ADDED 126,463 +1 +0.0% 0.84% $9.7M $75.32
2025 Q2 ADDED 126,462 +1 +0.0% 0.88% $9.3M $72.13
2025 Q1 UNCHANGED 126,461 — 0% 0.96% $9.0M $69.31
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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