Baron Wealth Management
WRB icon

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

Baron 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 		$420K Sell
6,219
-2
-0% -$141 0.11% 142
2026
Q2 		$439K Buy
6,221
+1
+0% +$67 0.11% 129
2026
Q1 		$412K Hold
6,220
– – 0.12% 134
2025
Q4 		$436K Sell
6,220
-184
-3% -$13.6K 0.13% 118
2025
Q3 		$491K Sell
6,404
-185
-3% -$13.2K 0.16% 87
2025
Q2 		$484K Sell
6,589
-610
-8% -$43.7K 0.17% 85
2025
Q1 		$512K Sell
7,199
-180
-2% -$11K 0.23% 73
2024
Q4 		$432K Hold
7,379
– – 0.2% 77
2024
Q3 		$419K Sell
7,379
-99
-1% -$5.56K 0.2% 78
2024
Q2 		$392K Buy
7,478
+368
+5% +$19.7K 0.2% 77
2024
Q1 		$419K Sell
7,110
-39
-0.5% -$2.11K 0.22% 70
2023
Q4 		$337K Buy
7,149
+190
+3% +$8.66K 0.18% 89
2023
Q3 		$295K Buy
6,959
+51
+0.7% +$2.11K 0.19% 93
2023
Q2 		$274K Buy
6,908
+594
+9% +$23.4K 0.17% 102
2023
Q1 		$262K Buy
6,314
+183
+3% +$8.19K 0.19% 97
2022
Q4 		$297K Buy
+6,131
New +$296K 0.23% 77

Other funds holding WRB

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

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

Baron Wealth Management reduced its W.R. Berkley (WRB) stake by 0.03% in Q3 2026, selling an estimated $141 and leaving 6,219 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #142.

Baron Wealth Management first reported a position in WRB in Q4 2022 and has held it in 16 quarters since. The position peaked at $512K in Q1 2025. 532 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Baron Wealth Management held 6,219 shares of W.R. Berkley worth $420K as of Q3 2026.
  • Baron Wealth Management sold 2 W.R. Berkley shares in Q3 2026, an estimated $141.
  • W.R. Berkley made up 0.11% of Baron Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Baron Wealth Management first reported a position in W.R. Berkley in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's W.R. Berkley position peaked at $512K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.