Barlow Wealth Partners
WRB icon

Barlow Wealth Partners’s W.R. Berkley WRB Stock Holding History

Barlow Wealth Partners’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 		$19.1M Buy
274,206
+2,891
+1% +$204K 1.97% 28
2026
Q2 		$19.3M Buy
271,315
+1,031
+0.4% +$69.1K 2.09% 24
2026
Q1 		$18.1M Buy
270,284
+627
+0.2% +$43.2K 2.01% 23
2025
Q4 		$18.5M Buy
269,657
+3,952
+1% +$291K 1.99% 23
2025
Q3 		$19.9M Buy
265,705
+4,590
+2% +$327K 2.22% 20
2025
Q2 		$18.5M Buy
261,115
+2,057
+0.8% +$147K 2.21% 20
2025
Q1 		$18.3M Buy
259,058
+3,839
+2% +$235K 2.4% 17
2024
Q4 		$15.3M Buy
255,219
+14,672
+6% +$879K 1.94% 24
2024
Q3 		$13.6M Sell
240,547
-113,239
-32% -$6.36M 1.78% 27
2024
Q2 		$12.3M Buy
353,786
+124,491
+54% +$6.67M 1.71% 27
2024
Q1 		$12.6M Buy
+229,295
New +$12.4M 1.71% 24

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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 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

Barlow Wealth Partners's WRB Position: Q3 2026 in Review

Barlow Wealth Partners increased its W.R. Berkley (WRB) stake by 1.1% in Q3 2026, buying an estimated $204K and bringing the position to 274,206 shares worth $19.1M. The position accounts for 1.97% of the portfolio, ranked #28.

Barlow Wealth Partners first reported a position in WRB in Q1 2024 and has held it in 11 quarters since. The position peaked at $19.9M in Q3 2025. 326 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Barlow Wealth Partners held 274,206 shares of W.R. Berkley worth $19.1M as of Q3 2026.
  • Barlow Wealth Partners bought 2,891 W.R. Berkley shares in Q3 2026, an estimated $204K.
  • W.R. Berkley made up 1.97% of Barlow Wealth Partners's portfolio in Q3 2026, its #28 holding.
  • Barlow Wealth Partners first reported a position in W.R. Berkley in Q1 2024 and has held it in 11 quarters since.
  • Barlow Wealth Partners's W.R. Berkley position peaked at $19.9M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

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