BERKLEY (WR) CORPORATION 5.75 PFD's ticker is WRBPRD and the CUSIP is 084423607.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $511,000 | +0.4% | 20,000 | 0.0% | 0.08% | -5.8% |
| Q1 2019 | $509,000 | +13.6% | 20,000 | 0.0% | 0.09% | +1.2% |
| Q4 2018 | $448,000 | -8.0% | 20,000 | 0.0% | 0.08% | +19.7% |
| Q3 2018 | $487,000 | -40.4% | 20,000 | -39.4% | 0.07% | -41.3% |
| Q2 2018 | $817,000 | -1.8% | 33,000 | 0.0% | 0.12% | -6.2% |
| Q1 2018 | $832,000 | – | 33,000 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROOSEVELT INVESTMENT GROUP LLC | 176,703 | $4,043,000 | 0.36% |
| CIM INVESTMENT MANAGEMENT INC | 15,000 | $343,000 | 0.12% |
| Intellectus Partners, LLC | 2,412 | $55,000 | 0.03% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,988 | $617,000 | 0.00% |