Aprio Wealth Management
WRB icon

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

Aprio 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 		$713K Buy
10,552
+167
+2% +$11.8K 0.03% 328
2026
Q2 		$732K Sell
10,385
-52
-0.5% -$3.48K 0.04% 294
2026
Q1 		$692K Sell
10,437
-198
-2% -$13.6K 0.04% 271
2025
Q4 		$746K Buy
+10,635
New +$784K 0.04% 243

Other funds holding WRB

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Aprio Wealth Management increased its W.R. Berkley (WRB) stake by 1.6% in Q3 2026, buying an estimated $11.8K and bringing the position to 10,552 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #328.

Aprio Wealth Management first reported a position in WRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $746K in Q4 2025. 326 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Aprio Wealth Management held 10,552 shares of W.R. Berkley worth $713K as of Q3 2026.
  • Aprio Wealth Management bought 167 W.R. Berkley shares in Q3 2026, an estimated $11.8K.
  • W.R. Berkley made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #328 holding.
  • Aprio Wealth Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's W.R. Berkley position peaked at $746K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.