Ares Financial Consulting
WRB icon

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
Q3 		$11.8K Hold
175
– – 0.01% 529
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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Ares Financial Consulting's WRB Position: Q3 2026 in Review

Ares Financial Consulting held its W.R. Berkley (WRB) position steady in Q3 2026 at 175 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #529.

Ares Financial Consulting first reported a position in WRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.8K in Q4 2025. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Ares Financial Consulting held 175 shares of W.R. Berkley worth $11.8K as of Q3 2026.
  • Ares Financial Consulting left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #529 holding.
  • Ares Financial Consulting first reported a position in W.R. Berkley in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's W.R. Berkley position peaked at $15.8K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.