TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WRB holding history

Berkley W R Corp in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overview All 13F holders of WRB Full Q2 2026 holdings

Shares (Q2 2026): 24,854
Value: $1.75M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of WRB by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,854	$1.75M	<0.1%	−3,288−11.7%	Reduced	Holders
Q1 2026	28,142	$1.87M	<0.1%	−2,295−7.5%	Reduced	Holders
Q4 2025	30,437	$2.13M	<0.1%	−5,622−15.6%	Reduced	Holders
Q3 2025	36,059	$2.76M	0.1%	−4,321−10.7%	Reduced	Holders
Q2 2025	40,380	$2.97M	0.1%	−737−1.8%	Reduced	Holders
Q1 2025	41,117	$2.93M	0.1%	−2,341−5.4%	Reduced	Holders
Q4 2024	43,458	$2.54M	0.1%	−1,128−2.5%	Reduced	Holders
Q3 2024	44,586	$2.53M	0.1%	+14,748+49.4%	Added	Holders
Q2 2024	29,838	$2.34M	0.1%	−1,452−4.6%	Reduced	Holders
Q1 2024	31,290	$2.77M	0.1%	+115+0.4%	Added	Holders
Q4 2023	31,175	$2.20M	0.1%	−1,137−3.5%	Reduced	Holders
Q3 2023	32,312	$2.05M	0.1%	−4,990−13.4%	Reduced	Holders
Q2 2023	37,302	$2.22M	0.1%	−662−1.7%	Reduced	Holders
Q1 2023	37,964	$2.36M	0.1%	−11,220−22.8%	Reduced	Holders
Q4 2022	49,184	$3.57M	0.2%	−5,266−9.7%	Reduced	Holders
Q3 2022	54,450	$3.52M	0.2%	−1,630−2.9%	Reduced	Holders
Q2 2022	56,080	$3.83M	0.2%	−2,979−5.0%	Reduced	Holders
Q1 2022	59,059	$3.93M	0.2%	+23,091+64.2%	Added	Holders
Q4 2021	35,968	$2.96M	0.1%	−1,433−3.8%	Reduced	Holders
Q3 2021	37,401	$2.74M	0.1%	+252+0.7%	Added	Holders
Q2 2021	37,149	$2.77M	0.1%	+82+0.2%	Added	Holders
Q1 2021	37,067	$2.79M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.