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Ares Financial Consulting’s W.R. Berkley WRB Stock Holding History

Ares Financial Consulting’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 		$12.3K Hold
175
– – 0.01% 526
2026
Q1 		$11.4K Sell
175
-50
-22% -$3.44K 0.01% 518
2025
Q4 		$15.8K Buy
+225
New +$16.6K 0.02% 290

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ares Financial Consulting's WRB Position: Q2 2026 in Review

Ares Financial Consulting held its W.R. Berkley (WRB) position steady in Q2 2026 at 175 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #526.

Ares Financial Consulting first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.8K in Q4 2025. 474 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ares Financial Consulting held 175 shares of W.R. Berkley worth $12.3K as of Q2 2026.
  • Ares Financial Consulting left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #526 holding.
  • Ares Financial Consulting first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's W.R. Berkley position peaked at $15.8K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.