WRB β€” BERKLEY W R CORP

Ownership history in OBSIDIAN CIO, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.1% (2025 Q3)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    WRB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 9,866 β€” β€” 0.10% $756K $75.32

🏒 Other funds also holding WRB

As of 2025 Q4 β€” 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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