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

13F holders, Q1 2025 (March 31)
3holders +1
1new positions
0sold out
$19.82avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Berkley (wr) Corporation (wrb 5.1 12/30/59) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($610K), PNC Financial Services Group, Inc. ($25K) and Thurston, Springer, Miller, Herd & Titak, Inc. ($16K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$16K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 800 shares bought and 60 shares sold, net +740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Sterling Capital Management LLC — No change 30,760 $610K
PNC Financial Services Group, Inc. — Reduce -4.6% 1,248 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. — New 800 $16K

"% 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.