Armstrong Advisory Group
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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
Q3 		$22.7K Sell
336
-4
-1% -$282 ﹤0.01% 558
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% -$2.7K ﹤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

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
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Armstrong Advisory Group's WRB Position: Q3 2026 in Review

Armstrong Advisory Group reduced its W.R. Berkley (WRB) stake by 1.2% in Q3 2026, selling an estimated $282 and leaving 336 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Armstrong Advisory Group first reported a position in WRB in Q2 2023 and has held it in 14 quarters since. The position peaked at $36.8K in Q2 2025. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Armstrong Advisory Group held 336 shares of W.R. Berkley worth $22.7K as of Q3 2026.
  • Armstrong Advisory Group sold 4 W.R. Berkley shares in Q3 2026, an estimated $282.
  • W.R. Berkley made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #558 holding.
  • Armstrong Advisory Group first reported a position in W.R. Berkley in Q2 2023 and has held it in 14 quarters since.
  • Armstrong Advisory Group's W.R. Berkley position peaked at $36.8K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.