A detailed history of Intercontinental Wealth Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,638 shares of WRB stock, worth $450,412. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,638
Previous 7,366 3.69%
Holding current value
$450,412
Previous $458,000 0.87%
% of portfolio
0.11%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$55.68 - $63.36 $15,144 - $17,233
272 Added 3.69%
7,638 $454,000
Q1 2023

May 03, 2023

SELL
$59.97 - $74.28 $197,421 - $244,529
-3,292 Reduced 30.89%
7,366 $458,000
Q4 2022

Feb 13, 2023

SELL
$66.39 - $76.25 $20,381 - $23,408
-307 Reduced 2.8%
10,658 $773,000
Q3 2022

Nov 10, 2022

BUY
$22.92 - $69.36 $4,515 - $13,663
197 Added 1.83%
10,965 $708,000
Q2 2022

Aug 05, 2022

SELL
$65.95 - $72.27 $12,134 - $13,297
-184 Reduced 1.68%
10,768 $735,000
Q1 2022

May 09, 2022

BUY
$54.17 - $67.08 $199,345 - $246,854
3,680 Added 50.61%
10,952 $729,000
Q4 2021

Feb 08, 2022

BUY
$49.31 - $56.33 $155,573 - $177,721
3,155 Added 76.63%
7,272 $599,000
Q3 2021

Nov 12, 2021

SELL
$47.65 - $51.15 $28,732 - $30,843
-603 Reduced 12.78%
4,117 $301,000
Q2 2021

Aug 06, 2021

BUY
$48.49 - $54.3 $36,755 - $41,159
758 Added 19.13%
4,720 $351,000
Q1 2021

May 14, 2021

BUY
$41.09 - $51.39 $23,051 - $28,829
561 Added 16.5%
3,962 $299,000
Q4 2020

Feb 19, 2021

BUY
$40.08 - $47.06 $136,312 - $160,051
3,401 New
3,401 $226,000

Others Institutions Holding WRB

About BERKLEY W R CORP


  • Ticker WRB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 265,802,000
  • Market Cap $15.7B
  • Description
  • W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, pro...
More about WRB
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.