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

13F holders, Q1 2026 (March 31)
3holders
1new positions
1sold out
$18.96avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Berkley (wr) Corporation (wrb 5.1 12/30/59) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($583K), PNC Financial Services Group, Inc. ($11K) and First Command Advisory Services, Inc. ($9K).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$9K
Exits1$765

All 13F filers, Q4 2025 → Q1 2026: 454 shares bought and 172 shares sold, net +282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Sterling Capital Management LLC — No change 30,760 $583K
PNC Financial Services Group, Inc. — Reduce -18.8% 575 $11K
First Command Advisory Services, Inc. — New 454 $9K

"% 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.