| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.02% | 0.52% | 0.72% | Q2 2016 | Q4 2018 | 11 |
| CIM INVESTMENT MANAGEMENT INC | 9 | 9 | 0.12% | 0.14% | 0.16% | Q2 2016 | Q2 2018 | 9 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
| IAT REINSURANCE CO LTD. | 6 | 6 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q2 2019 | 6 |
| Intellectus Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2017 | 4 |
| Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
| Freedman Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
| Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
| GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own BERKLEY (WR) CORPORATION 5.75 PFD or have owned BERKLEY (WR) CORPORATION 5.75 PFD in the past.