AAG
WRB icon

Armstrong Advisory Group’s W.R. Berkley WRB Stock Holding History

Armstrong Advisory Group’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 		$24K Sell
340
-65
-16% -$4.36K ﹤0.01% 559
2026
Q1 		$26.9K Buy
405
+8
+2% +$551 ﹤0.01% 508
2025
Q4 		$27.8K Sell
397
-65
-14% -$4.79K ﹤0.01% 497
2025
Q3 		$35.4K Sell
462
-38
-8% -$2.71K ﹤0.01% 460
2025
Q2 		$36.8K Sell
500
-119
-19% -$8.53K ﹤0.01% 435
2025
Q1 		$36.2K Hold
619
– – ﹤0.01% 414
2024
Q4 		$36.2K Hold
619
– – ﹤0.01% 414
2024
Q3 		$35.1K Buy
619
+4
+0.7% +$225 ﹤0.01% 417
2024
Q2 		$32.2K Buy
615
+313
+104% +$16.8K ﹤0.01% 414
2024
Q1 		$14.2K Hold
302
– – ﹤0.01% 528
2023
Q4 		$14.2K Buy
302
+2
+0.7% +$91 ﹤0.01% 528
2023
Q3 		$12.7K Hold
300
– – ﹤0.01% 562
2023
Q2 		$11.9K Buy
+300
New +$11.8K ﹤0.01% 554

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return