Mount Yale Investment Advisors, LLC Berkley W R Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 460 shares of WRB stock, worth $32,816. This represents 0.0% of its overall portfolio holdings.
Number of Shares
460Holding current value
$32,816% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding WRB
# of Institutions
1,006Shares Held
258MCall Options Held
151KPut Options Held
80.3K-
Vanguard Group Inc Valley Forge, PA37MShares$2.64 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$1.13 Billion0.03% of portfolio
-
State Street Corp Boston, MA14.8MShares$1.05 Billion0.04% of portfolio
-
Morgan Stanley New York, NY13.2MShares$944 Million0.07% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.1MShares$792 Million2.05% of portfolio
About BERKLEY W R CORP
- Ticker WRB
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 265,802,000
- Market Cap $19B
- 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...