Berkley (wr) Corporation (wrb 5.1 12/30/59)Preferred / convertible

13F holders, Q3 2024 (September 30)
3holders +1
0new positions
0sold out
$23.50avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Berkley (wr) Corporation (wrb 5.1 12/30/59) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($961K), PNC Financial Services Group, Inc. ($28K) and Thurston, Springer, Miller, Herd & Titak, Inc. ($19K).

Company
Berkley (wr) Corporation (wrb 5.1 12/30/59)
CUSIP
084423805
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 18 shares sold, net −18 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Sterling Capital Management LLC — — 40,885 $961K
PNC Financial Services Group, Inc. — Reduce -1.5% 1,187 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. — No change 800 $19K

"% of holder's portfolio" is BERKLEY (WR) CORPORATION (WRB 5.1 12/30/59)'s weight in each manager's 13F, not the share of Berkley (wr) Corporation (wrb 5.1 12/30/59) the manager owns.