WRB BERKLEY W R CORP

Ownership history in Stonegate Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Stonegate Management 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2021 Q2)
Avg. % of fund
1.17%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 23,000 0% 1.17% $1.8M $70.03
2025 Q3 UNCHANGED 23,000 0% 1.17% $1.8M $75.32
2025 Q2 UNCHANGED 23,000 0% 1.17% $1.8M $72.13
2025 Q1 UNCHANGED 23,000 0% 1.17% $1.8M $69.31
2024 Q4 UNCHANGED 23,000 0% 1.17% $1.8M $56.92
2024 Q3 UNCHANGED 23,000 0% 1.17% $1.8M $54.66
2024 Q2 UNCHANGED 23,000 0% 1.17% $1.8M $50.18
2024 Q1 UNCHANGED 23,000 0% 1.17% $1.8M $56.04
2023 Q4 UNCHANGED 23,000 0% 1.17% $1.8M $44.76
2023 Q3 UNCHANGED 23,000 0% 1.17% $1.8M $39.84
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WRB price (monthly, adj. close)
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