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Abich Financial Wealth Management’s W.R. Berkley WRB Stock Holding History

Abich Financial Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$96.1K Buy
+1,254
New +$89.3K 0.03% 239
2024
Q3 		$159K Buy
+2,807
New +$158K 0.36% 30
2024
Q2 		– Sell
-102
Closed -$6.01K – 887
2024
Q1 		$6.01K Buy
102
+21
+26% +$1.14K ﹤0.01% 275
2023
Q4 		$3.82K Buy
+81
New +$3.69K ﹤0.01% 280

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abich Financial Wealth Management's WRB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in W.R. Berkley (WRB) in Q3 2025: 1,254 shares worth $96.1K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in WRB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in WRB in Q4 2023 and has held it in 4 quarters since. The position peaked at $159K in Q3 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Abich Financial Wealth Management held 1,254 shares of W.R. Berkley worth $96.1K as of Q3 2025.
  • W.R. Berkley was a new Abich Financial Wealth Management position in Q3 2025.
  • W.R. Berkley made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #239 holding.
  • Abich Financial Wealth Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's W.R. Berkley position peaked at $159K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.