A detailed history of Cornerstone Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 4,506 shares of WRB stock, worth $264,547. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,506
Previous 3,004 50.0%
Holding current value
$264,547
Previous $236,000 8.05%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024

BUY
$51.54 - $79.62 $77,413 - $119,589
1,502 Added 50.0%
4,506 $255,000
Q2 2024

Jul 16, 2024

BUY
$76.65 - $87.49 $383 - $437
5 Added 0.17%
3,004 $236,000
Q1 2024

Apr 19, 2024

BUY
$72.0 - $88.44 $4,752 - $5,837
66 Added 2.25%
2,999 $265,000
Q4 2023

Jan 10, 2024

BUY
$62.44 - $73.65 $183,136 - $216,015
2,933 New
2,933 $207,000
Q4 2018

Feb 13, 2019

SELL
$30.92 - $35.27 $5.2 Million - $5.93 Million
-168,060 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$31.95 - $35.75 $5.37 Million - $6.01 Million
168,060 New
168,060 $2.5 Million

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 $15.6B
  • 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 Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.