SEC 13F Intelligence

Bnc Wealth Management, LLC / WRB

Bnc Wealth Management, LLC’s Berkley W R Corp Position

Does Bnc Wealth Management, LLC own Berkley W R Corp (WRB)? Not currently — the last reported position was 28.5K shares worth $2M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2022
Shares
28.5K
% of Portfolio
+1.02%
Quarters Held
3
position exited

Position History WRB

Reported value by quarter
Q3 ’20: $10,000Q3 ’20Q1 ’22: $414,000Q1 ’22Q2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202228.5K$2M+1.02%
Q1 20226.2K$414,000+0.20%
Q3 2020163$10,000+0.01%

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