Brookstone Capital Management
WRB icon

Brookstone Capital Management’s W.R. Berkley WRB Stock Holding History

Brookstone Capital 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 		$1.32M Buy
19,607
+12,599
+180% +$889K 0.01% 631
2026
Q2 		$494K Buy
+7,008
New +$470K 0.01% 936

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

Brookstone Capital Management's WRB Position: Q3 2026 in Review

Brookstone Capital Management increased its W.R. Berkley (WRB) stake by 180% in Q3 2026, buying an estimated $889K and bringing the position to 19,607 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #631.

Brookstone Capital Management first reported a position in WRB in Q2 2026 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Brookstone Capital Management held 19,607 shares of W.R. Berkley worth $1.32M as of Q3 2026.
  • Brookstone Capital Management bought 12,599 W.R. Berkley shares in Q3 2026, an estimated $889K.
  • W.R. Berkley made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #631 holding.
  • Brookstone Capital Management first reported a position in W.R. Berkley in Q2 2026 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.