BERKLEY W R CORP's ticker is and the CUSIP is 84423102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,181,000 | -3.6% | 20,450 | 0.0% | 1.22% | -5.5% |
| Q2 2016 | $1,225,000 | +3.8% | 20,450 | -2.6% | 1.29% | +5.6% |
| Q1 2016 | $1,180,000 | +4.9% | 21,000 | +2.2% | 1.22% | +4.2% |
| Q4 2015 | $1,125,000 | +0.7% | 20,550 | 0.0% | 1.17% | -4.1% |
| Q3 2015 | $1,117,000 | +6.2% | 20,550 | +1.5% | 1.22% | +14.4% |
| Q2 2015 | $1,052,000 | +47.8% | 20,250 | +43.6% | 1.07% | +46.8% |
| Q1 2015 | $712,000 | +87.9% | 14,100 | +90.5% | 0.73% | +111.0% |
| Q4 2014 | $379,000 | – | 7,400 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 20,250 | $1,052,000 | 1.07% |
| BEACON FINANCIAL GROUP | 72,790 | $3,764,000 | 0.82% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 105,540 | $5,481,000 | 0.23% |
| FormulaFolio Investments, LLC | 4,365 | $227,000 | 0.06% |
| DENVER INVESTMENT ADVISORS LLC | 29,642 | $1,539,000 | 0.06% |
| STATE STREET CORP | 3,775,905 | $196,088,000 | 0.02% |
| Bray Capital Advisors | 675 | $35,000 | 0.02% |
| Gemmer Asset Management LLC | 237 | $12,000 | 0.01% |
| Janney Montgomery Scott LLC | 4,563 | $236,957,000 | 0.01% |