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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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

Barlow Wealth Partners's WRB Position: Q2 2026 in Review

Barlow Wealth Partners increased its W.R. Berkley (WRB) stake by 0.38% in Q2 2026, buying an estimated $69.1K and bringing the position to 271,315 shares worth $19.3M. The position accounts for 2.09% of the portfolio, ranked #24.

Barlow Wealth Partners first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q3 2025. 166 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Barlow Wealth Partners held 271,315 shares of W.R. Berkley worth $19.3M as of Q2 2026.
  • Barlow Wealth Partners bought 1,031 W.R. Berkley shares in Q2 2026, an estimated $69.1K.
  • W.R. Berkley made up 2.09% of Barlow Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Barlow Wealth Partners first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
  • Barlow Wealth Partners's W.R. Berkley position peaked at $19.9M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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