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

Brown Miller 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	$205K	Buy	+2,902	New	+$194K	0.05%	200

Other funds holding WRB

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Brown Miller Wealth Management's WRB Position: Q2 2026 in Review

Brown Miller Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,902 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings.

238 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Brown Miller Wealth Management held 2,902 shares of W.R. Berkley worth $205K as of Q2 2026.
W.R. Berkley was a new Brown Miller Wealth Management position in Q2 2026.
W.R. Berkley made up 0.05% of Brown Miller Wealth Management's portfolio in Q2 2026, its #200 holding.
238 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.