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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Procyon Private Wealth Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of WRB by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,027−100.0%Sold outHolders
Q1 20267,027$465.8K<0.1%−1,135−13.9%ReducedHolders
Q4 20258,162$572.3K<0.1%−1,798−18.1%ReducedHolders
Q3 20259,960$763.1K<0.1%−1,506−13.1%ReducedHolders
Q2 202511,466$842.4K0.1%−9,317−44.8%ReducedHolders
Q1 202520,783$1.48M0.1%+2,111+11.3%AddedHolders
Q4 202418,672$1.09M0.1%−2,116−10.2%ReducedHolders
Q3 202420,788$1.18M0.1%+8,863+74.3%AddedHolders
Q2 202411,925$937.1K0.1%+10+0.1%AddedHolders
Q1 202411,915$1.05M0.1%−23−0.2%ReducedHolders
Q4 202311,938$844.3K0.1%−229−1.9%ReducedHolders
Q3 202312,167$772.5K0.1%−168−1.4%ReducedHolders
Q2 202312,335$734.7K0.1%+69+0.6%AddedHolders
Q1 202312,266$763.7K0.1%−3,359−21.5%ReducedHolders
Q4 202215,625$1.13M0.2%+418+2.7%AddedHolders
Q3 202215,207$982.0K0.2%−30.0%ReducedHolders
Q2 202215,210$1.04M0.2%−50.0%ReducedHolders
Q1 202215,215$1.01M0.2%+5,071+50.0%AddedHolders
Q4 202110,144$836.0K0.2%−20.0%ReducedHolders
Q3 202110,146$742.0K0.2%−10.0%ReducedHolders
Q2 202110,147$755.0K0.2%−11−0.1%ReducedHolders
Q1 202110,158$765.0K0.3%––Holders

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