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

Accurate 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
2026 Q3	$326K	Buy	4,428 +784	+22%	+$55.3K	0.03%	459
2026 Q2	$263K	Buy	+3,644	New	+$244K	0.03%	490
2026 Q1	–	Sell	-3,173	Closed	-$217K	–	575
2025 Q4	$217K	Buy	3,173 +157	+5%	+$11.6K	0.03%	478
2025 Q3	$237K	Buy	+3,016	New	+$215K	0.03%	445
2024 Q4	–	Sell	-48,462	Closed	-$2.86M	–	406
2024 Q3	$2.86M	Sell	48,462 -24,272	-33%	-$1.36M	0.57%	46
2024 Q2	$2.62M	Buy	72,734 +24,777	+52%	+$1.33M	0.63%	47
2024 Q1	$2.63M	Buy	47,957 +1,802	+4%	+$97.5K	0.77%	39
2023 Q4	$2.24M	Buy	+46,155	New	+$2.1M	0.7%	40
2023 Q1	–	Sell	-974	Closed	-$47.6K	–	1470
2022 Q4	$47.6K	Buy	+974	New	+$47K	0.02%	466

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Accurate Wealth Management's WRB Position: Q3 2026 in Review

Accurate Wealth Management increased its W.R. Berkley (WRB) stake by 22% in Q3 2026, buying an estimated $55.3K and bringing the position to 4,428 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #459.

Accurate Wealth Management first reported a position in WRB in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.86M in Q3 2024. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Accurate Wealth Management held 4,428 shares of W.R. Berkley worth $326K as of Q3 2026.
Accurate Wealth Management bought 784 W.R. Berkley shares in Q3 2026, an estimated $55.3K.
W.R. Berkley made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #459 holding.
Accurate Wealth Management first reported a position in W.R. Berkley in Q4 2022 and has held it in 9 quarters since.
Accurate Wealth Management's W.R. Berkley position peaked at $2.86M in Q3 2024.
488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.