Berkley (wr) Corporation (wrb 4.125 03/30/61)Preferred / convertible

13F holders, Q3 2025 (September 30)
3holders +1
1new positions
0sold out
$18.75avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Berkley (wr) Corporation (wrb 4.125 03/30/61) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Wesbanco Bank Inc. ($188K), PNC Financial Services Group, Inc. ($4K) and Lanark Financial, Inc. ($393).

Company
Berkley (wr) Corporation (wrb 4.125 03/30/61)
CUSIP
084423870
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$393
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 21 shares bought and 16 shares sold, net +5 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Wesbanco Bank Inc. — No change 10,000 $188K
PNC Financial Services Group, Inc. — Reduce -6.9% 216 $4K
Lanark Financial, Inc. — New 21 $393

"% of holder's portfolio" is BERKLEY (WR) CORPORATION (WRB 4.125 03/30/61)'s weight in each manager's 13F, not the share of Berkley (wr) Corporation (wrb 4.125 03/30/61) the manager owns.