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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

WRB holding history

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

WRB overviewAll 13F holders of WRBFull Q2 2026 holdings

Shares (Q2 2026)
24,286
Value
$1.71M
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of WRB by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,286$1.71M0.1%+3,075+14.5%AddedHolders
Q1 202621,211$1.41M0.1%+16,553+355.4%AddedHolders
Q4 20254,658$326.6K<0.1%+614+15.2%AddedHolders
Q3 20254,044$309.9K<0.1%−11,501−74.0%ReducedHolders
Q2 202515,545$1.14M0.1%+11,178+256.0%AddedHolders
Q1 20254,367$310.8K<0.1%−14,165−76.4%ReducedHolders
Q4 202418,532$1.08M0.1%−1,389−7.0%ReducedHolders
Q3 202419,921$1.13M0.1%+4,555+29.6%AddedHolders
Q2 202415,366$1.21M0.1%−2,596−14.5%ReducedHolders
Q1 202417,962$1.59M0.2%−3,472−16.2%ReducedHolders
Q4 202321,434$1.52M0.2%+435+2.1%AddedHolders
Q3 202320,999$1.33M0.2%−2,162−9.3%ReducedHolders
Q2 202323,161$1.38M0.2%+17,149+285.2%AddedHolders
Q1 20236,012$374.3K<0.1%+1,288+27.3%AddedHolders
Q4 20224,724$342.8K<0.1%+191+4.2%AddedHolders
Q3 20224,533$293.0K<0.1%+4,533NewHolders