AWM
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Accredited Wealth Management’s W.R. Berkley WRB Stock Holding History

Accredited 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 		$12.3K Buy
712
+552
+345% +$39.3K 0.01% 248
2025
Q2 		$11.8K Buy
+160
New +$11.5K 0.01% 247
2025
Q1 		– Sell
-160
Closed -$9.36K – 420
2024
Q4 		$9.36K Buy
+160
New +$9.58K 0.01% 252

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accredited Wealth Management's WRB Position: Q3 2025 in Review

Accredited Wealth Management increased its W.R. Berkley (WRB) stake by 345% in Q3 2025, buying an estimated $39.3K and bringing the position to 712 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #248.

Accredited Wealth Management first reported a position in WRB in Q4 2024 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Accredited Wealth Management held 712 shares of W.R. Berkley worth $12.3K as of Q3 2025.
  • Accredited Wealth Management bought 552 W.R. Berkley shares in Q3 2025, an estimated $39.3K.
  • W.R. Berkley made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #248 holding.
  • Accredited Wealth Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.