OSTERWEIS CAPITAL MANAGEMENT INC - BERKLEY W R CORP ownership

BERKLEY W R CORP's ticker is WRB and the CUSIP is 084423102. A total of 734 filers reported holding BERKLEY W R CORP in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

About BERKLEY W R CORP

Berkley W R Corp is a well-known insurance holding company that operates through its subsidiaries. The company provides insurance products and services to businesses and individuals in the United States and internationally. With a market capitalization of over $14 billion, Berkley W R Corp is a significant player in the insurance industry.

The company's success can be attributed to its strong leadership team, which includes CEO W. Robert Berkley Jr. and COO Daniel R. Spragg. Under their guidance, the company has been able to maintain a strong financial position and deliver consistent returns to its shareholders.

Berkley W R Corp's portfolio of insurance products includes property and casualty insurance, workers' compensation insurance, and specialty insurance. The company's focus on specialty insurance has been a key driver of its growth, as it allows the company to provide unique and tailored insurance solutions to its clients.

In recent years, Berkley W R Corp has also made significant investments in technology to improve its operations and enhance the customer experience. This has included the development of new digital platforms and the use of data analytics to better understand customer needs and preferences.

Overall, Berkley W R Corp is a well-managed and financially sound insurance company that is well-positioned for continued growth and success in the years ahead. Investors looking for exposure to the insurance industry may want to consider adding this stock to their portfolio.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
OSTERWEIS CAPITAL MANAGEMENT INC ownership history of BERKLEY W R CORP
ValueSharesWeighting
Q2 2024$277,152
-11.1%
3,5270.0%0.01%
-22.2%
Q1 2024$311,928
+25.1%
3,5270.0%0.02%
+12.5%
Q4 2023$249,429
+11.4%
3,5270.0%0.02%0.0%
Q3 2023$223,929
+6.6%
3,5270.0%0.02%
+14.3%
Q2 2023$210,068
-4.3%
3,5270.0%0.01%
-6.7%
Q1 2023$219,591
-17.5%
3,527
-3.8%
0.02%
-21.1%
Q4 2022$266,114
+12.3%
3,6670.0%0.02%
+5.6%
Q3 2022$237,000
-5.2%
3,6670.0%0.02%
-5.3%
Q2 2022$250,000
+2.5%
3,667
-0.0%
0.02%
+46.2%
Q1 2022$244,000
+21.4%
3,668
+50.0%
0.01%
+30.0%
Q4 2021$201,000
-10.3%
2,445
-27.6%
0.01%
-23.1%
Q4 2020$224,000
+8.2%
3,3780.0%0.01%
-7.1%
Q3 2020$207,000
-22.5%
3,378
-12.6%
0.01%
-22.2%
Q4 2019$267,000
-4.3%
3,8630.0%0.02%
-10.0%
Q3 2019$279,000
+13.0%
3,863
+3.2%
0.02%
+17.6%
Q2 2019$247,000
+16.5%
3,745
+50.0%
0.02%
+30.8%
Q1 2019$212,000
+14.6%
2,4970.0%0.01%
-7.1%
Q4 2018$185,000
+81.4%
2,4970.0%0.01%
+250.0%
Q2 2013$102,0002,4970.00%
Other shareholders
BERKLEY W R CORP shareholders Q2 2024
NameSharesValueWeighting ↓
Mraz, Amerine & Associates, Inc. 275,789$18,318,0006.09%
BloombergSen Inc. 1,420,107$94,309,0005.78%
PhiloSmith Capital Corp 148,615$9,871,000,0004.72%
America First Investment Advisors, LLC 232,375$15,434,0004.67%
NEW VERNON INVESTMENT MANAGEMENT LLC 31,243$2,075,0003.94%
YorkBridge Wealth Partners, LLC 149,799$9,950,0003.33%
Dundas Partners LLP 217,750$17,134,0002.50%
ATLANTA CAPITAL MANAGEMENT CO L L C 10,074,697$669,161,0002.40%
Wallington Asset Management, LLC 176,580$11,728,0002.29%
BOSTON FINANCIAL MANGEMENT LLC 631,729$41,959,0001.91%
View complete list of BERKLEY W R CORP shareholders