A detailed history of Personal Cfo Solutions, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 23,931 shares of WRB stock, worth $1.41 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
23,931
Previous 15,876 50.74%
Holding current value
$1.41 Million
Previous $1.25 Million 8.82%
% of portfolio
0.19%
Previous 0.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$51.54 - $79.62 $415,154 - $641,339
8,055 Added 50.74%
23,931 $1.36 Million
Q2 2024

Aug 09, 2024

SELL
$76.65 - $87.49 $5,978 - $6,824
-78 Reduced 0.49%
15,876 $1.25 Million
Q1 2024

May 13, 2024

BUY
$72.0 - $88.44 $144 - $176
2 Added 0.01%
15,954 $1.41 Million
Q4 2023

Feb 13, 2024

SELL
$62.44 - $73.65 $51,200 - $60,393
-820 Reduced 4.89%
15,952 $1.13 Million
Q3 2023

Nov 13, 2023

SELL
$58.93 - $65.65 $58 - $65
-1 Reduced 0.01%
16,772 $1.06 Million
Q2 2023

Aug 10, 2023

SELL
$55.68 - $63.36 $155,235 - $176,647
-2,788 Reduced 14.25%
16,773 $998,000
Q1 2023

May 09, 2023

SELL
$59.97 - $74.28 $75,442 - $93,444
-1,258 Reduced 6.04%
19,561 $1.22 Million
Q4 2022

Feb 14, 2023

BUY
$66.39 - $76.25 $59,485 - $68,320
896 Added 4.5%
20,819 $1.51 Million
Q3 2022

Nov 01, 2022

BUY
$22.92 - $69.36 $87,898 - $265,995
3,835 Added 23.84%
19,923 $1.29 Million
Q2 2022

Aug 05, 2022

BUY
$65.95 - $72.27 $131 - $144
2 Added 0.01%
16,088 $1.1 Million
Q1 2022

May 02, 2022

BUY
$54.17 - $67.08 $298,368 - $369,476
5,508 Added 52.07%
16,086 $1.07 Million
Q4 2021

Feb 11, 2022

BUY
$49.31 - $56.33 $147 - $168
3 Added 0.03%
10,578 $872,000
Q3 2021

Nov 18, 2021

BUY
$47.65 - $51.15 $42,789 - $45,932
898 Added 9.28%
10,575 $774,000
Q2 2021

Jul 22, 2021

BUY
$48.49 - $54.3 $118,994 - $133,252
2,454 Added 33.97%
9,677 $720,000
Q1 2021

Apr 21, 2021

BUY
$41.09 - $51.39 $3,615 - $4,522
88 Added 1.23%
7,223 $544,000
Q4 2020

Feb 09, 2021

BUY
$40.08 - $47.06 $6,092 - $7,153
152 Added 2.18%
7,135 $315,000
Q3 2020

Nov 02, 2020

BUY
$37.2 - $43.0 $33,889 - $39,173
911 Added 15.0%
6,983 $0
Q2 2020

Aug 03, 2020

BUY
$31.29 - $43.59 $189,992 - $264,678
6,072 New
6,072 $348,000
Q1 2020

Apr 30, 2020

SELL
$28.91 - $52.99 $98,843 - $181,172
-3,419 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$45.09 - $48.27 $154,162 - $165,035
3,419 New
3,419 $236,000

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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.