Principia Wealth Advisory, LLC Berkley W R Corp Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 14 shares of WRB stock, worth $1,078. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 10
40.0%
Holding current value
$1,078
Previous $669,000
53.81%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding WRB
# of Institutions
1,020Shares Held
251MCall Options Held
279KPut Options Held
39K-
Vanguard Group Inc Valley Forge, PA36.7MShares$2.83 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$1.22 Billion0.03% of portfolio
-
State Street Corp Boston, MA14.9MShares$1.15 Billion0.04% of portfolio
-
Morgan Stanley New York, NY11.8MShares$909 Million0.06% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.49MShares$731 Million1.86% of portfolio
About BERKLEY W R CORP
- Ticker WRB
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 265,802,000
- Market Cap $20.5B
- 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...