BAM Wealth Management
WRB icon

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

BAM 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
Q3 		$687K Sell
10,175
-297
-3% -$21K 0.37% 71
2026
Q2 		$739K Buy
+10,472
New +$702K 0.46% 60

Other funds holding WRB

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BAM Wealth Management's WRB Position: Q3 2026 in Review

BAM Wealth Management reduced its W.R. Berkley (WRB) stake by 2.8% in Q3 2026, selling an estimated $21K and leaving 10,175 shares worth $687K. The position accounts for 0.37% of the portfolio, ranked #71.

BAM Wealth Management first reported a position in WRB in Q2 2026 and has held it in 2 quarters since. The position peaked at $739K in Q2 2026. 532 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • BAM Wealth Management held 10,175 shares of W.R. Berkley worth $687K as of Q3 2026.
  • BAM Wealth Management sold 297 W.R. Berkley shares in Q3 2026, an estimated $21K.
  • W.R. Berkley made up 0.37% of BAM Wealth Management's portfolio in Q3 2026, its #71 holding.
  • BAM Wealth Management first reported a position in W.R. Berkley in Q2 2026 and has held it in 2 quarters since.
  • BAM Wealth Management's W.R. Berkley position peaked at $739K in Q2 2026.
  • 532 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.