Certuity’s W.R. Berkley WRB Stock Holding History

Certuity’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	$212K	Buy	+3,012	New	+$202K	0.01%	609

Other funds holding WRB

CIM

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

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Certuity's WRB Position: Q2 2026 in Review

Certuity opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,012 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

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

Certuity held 3,012 shares of W.R. Berkley worth $212K as of Q2 2026.
W.R. Berkley was a new Certuity position in Q2 2026.
W.R. Berkley made up 0.01% of Certuity's portfolio in Q2 2026, its #609 holding.
338 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.