BWM
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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 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
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return