Cedar Mountain Advisors
WRB icon

Cedar Mountain Advisors’s W.R. Berkley WRB Stock Holding History

Cedar Mountain Advisors’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 		$1.08K Hold
16
– – ﹤0.01% 901
2026
Q2 		$1.13K Hold
16
– – ﹤0.01% 930
2026
Q1 		$1.06K Hold
16
– – ﹤0.01% 908
2025
Q4 		$1.12K Hold
16
– – ﹤0.01% 483
2025
Q3 		$1.23K Buy
+16
New +$1.14K ﹤0.01% 492

Other funds holding WRB

Parnassus Investments
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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Cedar Mountain Advisors's WRB Position: Q3 2026 in Review

Cedar Mountain Advisors held its W.R. Berkley (WRB) position steady in Q3 2026 at 16 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Cedar Mountain Advisors first reported a position in WRB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.23K in Q3 2025. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Cedar Mountain Advisors held 16 shares of W.R. Berkley worth $1.08K as of Q3 2026.
  • Cedar Mountain Advisors left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #901 holding.
  • Cedar Mountain Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's W.R. Berkley position peaked at $1.23K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.