AWM
WRB icon

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

Avior 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
Q2 		$550K Sell
7,799
-17
-0.2% -$1.14K 0.01% 490
2026
Q1 		$518K Buy
7,816
+15
+0.2% +$1.03K 0.01% 522
2025
Q4 		$547K Sell
7,801
-267
-3% -$19.7K 0.02% 437
2025
Q3 		$618K Sell
8,068
-21
-0.3% -$1.5K 0.02% 401
2025
Q2 		$594K Buy
8,089
+60
+0.7% +$4.3K 0.02% 391
2025
Q1 		$571K Buy
8,029
+155
+2% +$9.5K 0.02% 370
2024
Q4 		$461K Buy
7,874
+52
+0.7% +$3.12K 0.02% 470
2024
Q3 		$444K Buy
7,822
+26
+0.3% +$1.46K 0.02% 481
2024
Q2 		$408K Sell
7,796
-2,161
-22% -$116K 0.02% 489
2024
Q1 		$587K Buy
9,957
+2,856
+40% +$154K 0.03% 400
2023
Q4 		$335K Buy
7,101
+129
+2% +$5.88K 0.02% 425
2023
Q3 		$295K Hold
6,972
– – 0.02% 443
2023
Q2 		$277K Buy
6,972
+12
+0.2% +$472 0.02% 463
2023
Q1 		$289K Buy
6,960
+81
+1% +$3.62K 0.02% 456
2022
Q4 		$333K Buy
6,879
+19
+0.3% +$916 0.03% 388
2022
Q3 		$295K Buy
6,860
+62
+0.9% +$2.69K 0.02% 386
2022
Q2 		$309K Hold
6,798
– – 0.03% 349
2022
Q1 		$301K Buy
6,798
+10
+0.1% +$399 0.03% 383
2021
Q4 		$248K Buy
+6,788
New +$241K 0.02% 405

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return