Activest Wealth Management
WRB icon

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

Activest 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 		– Sell
-17
Closed -$1.2K – 1379
2026
Q2 		$1.2K Buy
+17
New +$1.14K ﹤0.01% 925
2025
Q4 		– Sell
-20
Closed -$1.53K – 1321
2025
Q3 		$1.53K Sell
20
-4
-17% -$285 ﹤0.01% 815
2025
Q2 		$1.76K Buy
24
+11
+85% +$788 ﹤0.01% 705
2025
Q1 		$925 Buy
+13
New +$797 ﹤0.01% 776

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Activest Wealth Management sold out of W.R. Berkley (WRB) in Q3 2026, closing a stake of 17 shares — an estimated $1.2K sold.

Activest Wealth Management first reported a position in WRB in Q1 2025 and held it in 4 quarters. The position peaked at $1.76K in Q2 2025. 505 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Activest Wealth Management reported no remaining W.R. Berkley position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 17 W.R. Berkley shares in Q3 2026, an estimated $1.2K.
  • Activest Wealth Management first reported a position in W.R. Berkley in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's W.R. Berkley position peaked at $1.76K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.