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

Barnes Wealth Management Group’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	$207K	Buy	3,058 +42	+1%	+$2.96K	0.09%	195
2026 Q2	$213K	Sell	3,016 -42	-1%	-$2.81K	0.1%	186
2026 Q1	$203K	Buy	3,058 +80	+3%	+$5.51K	0.1%	181
2025 Q4	$209K	Buy	2,978 +3	+0.1%	+$221	0.11%	173
2025 Q3	$228K	Buy	2,975 +33	+1%	+$2.35K	0.13%	159
2025 Q2	$216K	Sell	2,942 -58	-2%	-$4.16K	0.13%	150
2025 Q1	$213K	Buy	+3,000	New	+$184K	0.14%	143

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Barnes Wealth Management Group's WRB Position: Q3 2026 in Review

Barnes Wealth Management Group increased its W.R. Berkley (WRB) stake by 1.4% in Q3 2026, buying an estimated $2.96K and bringing the position to 3,058 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #195.

Barnes Wealth Management Group first reported a position in WRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $228K in Q3 2025. 532 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Barnes Wealth Management Group held 3,058 shares of W.R. Berkley worth $207K as of Q3 2026.
Barnes Wealth Management Group bought 42 W.R. Berkley shares in Q3 2026, an estimated $2.96K.
W.R. Berkley made up 0.09% of Barnes Wealth Management Group's portfolio in Q3 2026, its #195 holding.
Barnes Wealth Management Group first reported a position in W.R. Berkley in Q1 2025 and has held it in 7 quarters since.
Barnes Wealth Management Group's W.R. Berkley position peaked at $228K in Q3 2025.
532 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.