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Apella Capital’s W.R. Berkley WRB Stock Holding History

Apella Capital’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 		$275K Sell
3,939
-344
-8% -$24.3K ﹤0.01% 651
2026
Q2 		$306K Sell
4,283
-54
-1% -$3.62K ﹤0.01% 577
2026
Q1 		$290K Buy
4,337
+225
+5% +$15.5K ﹤0.01% 563
2025
Q4 		$288K Buy
4,112
+92
+2% +$6.78K 0.01% 450
2025
Q3 		$296K Buy
+4,020
New +$286K 0.01% 394

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Apella Capital's WRB Position: Q3 2026 in Review

Apella Capital reduced its W.R. Berkley (WRB) stake by 8% in Q3 2026, selling an estimated $24.3K and leaving 3,939 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Apella Capital first reported a position in WRB in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2026. 20 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Apella Capital held 3,939 shares of W.R. Berkley worth $275K as of Q3 2026.
  • Apella Capital sold 344 W.R. Berkley shares in Q3 2026, an estimated $24.3K.
  • W.R. Berkley made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #651 holding.
  • Apella Capital first reported a position in W.R. Berkley in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's W.R. Berkley position peaked at $306K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.