WRB BERKLEY W R CORP COM

Ownership history in OPPENHEIMER & CO INC  ·  19 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported BERKLEY W R CORP COM (WRB) in 19 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in BERKLEY W R CORP COM, 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 Q3

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

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 OPPENHEIMER & CO INC held WRB — position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,644 -141 -2.9% 0.00% $356K 2025-11-06 $73.31
2025 Q2 REDUCED 4,785 -57 -1.2% 0.00% $352K 2025-07-31 $67.56
2025 Q1 ADDED 4,842 +194 +4.2% 0.01% $345K 2025-04-23 $69.39
2024 Q4 ADDED 4,648 +512 +12.4% 0.00% $272K 2025-02-05 $59.19
2024 Q3 ADDED 4,136 +1,861 +81.8% 0.00% $235K 2024-11-05 $56.08
2024 Q1 REDUCED 2,275 -2,225 -49.4% 0.00% $201K 2024-05-07 $49.78
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO 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 OPPENHEIMER & CO INC reported owning WRB?

OPPENHEIMER & CO INC reported WRB across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported WRB position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for WRB was 0.01% in 2025 Q1.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 4,644 shares, equal to 0.00% of portfolio, with an estimated market value of $356K.

What does the chart on this WRB ownership page compare?

The chart compares OPPENHEIMER & CO 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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