AWM
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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Activest Wealth Management's WRB Position: Q2 2026 in Review

Activest Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 17 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in WRB as recently as Q3 2025.

Activest Wealth Management first reported a position in WRB in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.76K in Q2 2025. 303 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Activest Wealth Management held 17 shares of W.R. Berkley worth $1.2K as of Q2 2026.
  • W.R. Berkley was a new Activest Wealth Management position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #925 holding.
  • Activest Wealth Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's W.R. Berkley position peaked at $1.76K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.