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 Q2	$739K	Buy	+10,472	New	+$702K	0.46%	60

Other funds holding WRB

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BAM Wealth Management's WRB Position: Q2 2026 in Review

BAM Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 10,472 shares worth $739K. The stake represents 0.46% of the portfolio and ranks #60 among its holdings.

474 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

BAM Wealth Management held 10,472 shares of W.R. Berkley worth $739K as of Q2 2026.
W.R. Berkley was a new BAM Wealth Management position in Q2 2026.
W.R. Berkley made up 0.46% of BAM Wealth Management's portfolio in Q2 2026, its #60 holding.
474 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.