BERKLEY W R CORP

Ticker: WRB CUSIP: 084423102 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,022 Value ($000) $492 Avg Close $72.74 Range $64.36 - $77.72
Q3 2025
Shares 5,358 Value ($000) $411 Avg Close $70.00 Range $65.55 - $75.76
Q2 2025
Shares 6,208 Value ($000) $456 Avg Close $69.95 Range $61.08 - $73.57
Q1 2025
Shares 5,175 Value ($000) $368 Avg Close $59.72 Range $54.51 - $74.49
Q4 2024
Shares 4,688 Value ($000) $274 Avg Close $57.87 Range $54.03 - $63.18
Q3 2024
Shares 4,329 Value ($000) $246 Avg Close $53.88 Range $49.31 - $58.78
Q2 2024
Shares 2,617 Value ($000) $206 Avg Close $51.01 Range $48.28 - $56.07
Q1 2024
Shares 3,055 Value ($000) $270 Avg Close $51.43 Range $44.84 - $56.59
Q4 2023
Shares 10,607 Value ($000) $864 Avg Close $43.01 Range $38.99 - $46.59
Q3 2023
Shares 6,535 Value ($000) $415 Avg Close $38.71 Range $35.97 - $41.14
Q2 2023
Shares 6,466 Value ($000) $385 Avg Close $36.64 Range $34.48 - $39.64
Q1 2023
Shares 5,820 Value ($000) $362 Avg Close $41.60 Range $36.60 - $46.85
Q4 2022
Shares 8,384 Value ($000) $608 Avg Close $44.51 Range $39.51 - $47.36
Q3 2022
Shares 13,534 Value ($000) $874 Avg Close $40.00 Range $37.40 - $42.70
Q2 2022
Shares 62,513 Value ($000) $4,267 Avg Close $41.54 Range $39.62 - $44.01
Q1 2022
Shares 68,177 Value ($000) $4,540 Avg Close $36.37 Range $32.41 - $41.10
Q4 2021
Shares 20,457 Value ($000) $1,685 Avg Close $31.99 Range $28.90 - $33.91
Q3 2021
Shares 5,816 Value ($000) $426 Avg Close $29.58 Range $28.23 - $30.95
Q2 2021
Shares 5,692 Value ($000) $424 Avg Close $30.80 Range $28.73 - $32.57
Q1 2021
Shares 5,656 Value ($000) $426 Avg Close $27.39 Range $24.26 - $30.57
Q4 2020
Shares 6,106 Value ($000) $406 Avg Close $25.56 Range $23.47 - $27.94
Q3 2020
Shares 6,180 Value ($000) $378 Avg Close $24.25 Range $21.67 - $25.92
Q2 2020
Shares 5,851 Value ($000) $335 Avg Close $21.65 Range $17.75 - $25.65
Q4 2019
Shares 3,611 Value ($000) $250 Avg Close $26.99 Range $26.07 - $29.98