WRB β€” BERKLEY WR CORP

Ownership history in PhiloSmith Capital Corp  Β·  15 quarters on record

AI Ownership Summary

PhiloSmith Capital Corp reported BERKLEY WR CORP (WRB) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.68% in 2025 Q1. The latest visible filing shows WRB at 5.02% 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 PhiloSmith Capital Corp's position in BERKLEY WR 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 5.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.68% 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
2023 Q3 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 PhiloSmith Capital Corp held WRB β€” position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 260,381 β€” 0% 5.02% $18.3M 2026-02-14 (Est.) $69.61
2025 Q3 UNCHANGED 260,381 β€” 0% 5.54% $20.0M 2025-10-22 $73.75
2025 Q2 REDUCED 260,381 -30,000 -10.3% 5.32% $19.1M 2025-07-21 $66.57
2025 Q1 UNCHANGED 290,381 β€” 0% 5.68% $20.7M 2025-04-21 $65.58
2024 Q4 REDUCED 290,381 -39,500 -12.0% 4.82% $17.0M 2025-02-10 $59.16
2024 Q3 ADDED 329,881 +109,960 +50.0% 4.73% $18.7M 2024-10-10 $55.98
2024 Q2 UNCHANGED 219,921 β€” 0% 4.86% $17.3M 2024-07-16 $52.14
2024 Q1 UNCHANGED 219,921 β€” 0% 5.45% $19.4M 2024-04-17 $51.15
2023 Q4 UNCHANGED 219,921 β€” 0% 5.00% $15.6M 2024-01-09 $45.71
2023 Q3 UNCHANGED 219,921 β€” 0% 4.79% $14.0M 2023-10-10 $39.65
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PhiloSmith Capital Corp and WRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has PhiloSmith Capital Corp reported owning WRB?

PhiloSmith Capital Corp reported WRB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WRB position in PhiloSmith Capital Corp's portfolio?

The largest reported portfolio weight for WRB was 5.68% in 2025 Q1.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2025 Q4, when PhiloSmith Capital Corp reported 260,381 shares, equal to 5.02% of portfolio, with an estimated market value of $18.3M.

What does the chart on this WRB ownership page compare?

The chart compares PhiloSmith Capital Corp'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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