Wellington Wealth Strategies, LLC. / WRB
Wellington Wealth Strategies, LLC.’s Berkley W R Corp Position
Does Wellington Wealth Strategies, LLC. own Berkley W R Corp (WRB)? Not currently — the last reported position was 3.4K shares worth $268,869 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.
Position Value
$268,869
Q2 2024
Shares
3.4K
% of Portfolio
+1.13%
Quarters Held
1
position exited
Position History WRB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 3.4K | $268,869 | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of WRB.