Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- Latest filing
- Aug 13, 2026
WRB holding history
Berkley W R Corp in every 13F filed by Williamson Legacy Group, 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −15,843−100.0% | Sold out | Holders |
| Q2 2025 | 15,843 | $1.16M | 1.0% | +402+2.6% | Added | Holders |
| Q1 2025 | 15,441 | $1.10M | 1.0% | +8,733+130.2% | Added | Holders |
| Q4 2024 | 6,708 | $392.6K | 0.3% | −135−2.0% | Reduced | Holders |
| Q3 2024 | 6,843 | $388.2K | 0.3% | −195−2.8% | Reduced | Holders |
| Q2 2024 | 7,038 | $553.0K | 0.4% | −14,199−66.9% | Reduced | Holders |
| Q1 2024 | 21,237 | $1.88M | 1.5% | +532+2.6% | Added | Holders |
| Q4 2023 | 20,705 | $1.46M | 1.4% | – | No prior filing | Holders |