SEC 13F Intelligence

Lionsbridge Wealth Management LLC / WRB

Lionsbridge Wealth Management LLC’s Berkley W R Corp Position

Does Lionsbridge Wealth Management LLC own Berkley W R Corp (WRB)? Not currently — the last reported position was 18.7K shares worth $1M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2019
Shares
18.7K
% of Portfolio
+1.21%
Quarters Held
1
position exited

Position History WRB

Reported value by quarter
Q4 ’19: $1MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201918.7K$1M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of WRB.