Berkley (wr) Corporation (wrb 5.1 12/30/59)Preferred / convertible
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$21.36avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Berkley (wr) Corporation (wrb 5.1 12/30/59) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($657K), PNC Financial Services Group, Inc. ($19K) and Lanark Financial, Inc. ($941).
- Company
- Berkley (wr) Corporation (wrb 5.1 12/30/59)
- CUSIP
- 084423805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $941 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 44 shares bought and 72 shares sold, net −28 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Sterling Capital Management LLC | — | No change | 30,760 | $657K |
| PNC Financial Services Group, Inc. | — | Reduce -7.6% | 877 | $19K |
| Lanark Financial, Inc. | — | New | 44 | $941 |
"% 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.