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Clayton Financial Group’s W.R. Berkley WRB Stock Holding History

Clayton Financial Group’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 		– Sell
-50
Closed -$3.31K – 573
2026
Q1 		$3.31K Hold
50
– – ﹤0.01% 386
2025
Q4 		$3.51K Buy
+50
New +$3.69K ﹤0.01% 370

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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Clayton Financial Group's WRB Position: Q2 2026 in Review

Clayton Financial Group sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 50 shares — an estimated $3.31K sold.

Clayton Financial Group first reported a position in WRB in Q4 2025 and held it in 2 quarters. The position peaked at $3.51K in Q4 2025. 353 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Clayton Financial Group reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 50 W.R. Berkley shares in Q2 2026, an estimated $3.31K.
  • Clayton Financial Group first reported a position in W.R. Berkley in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's W.R. Berkley position peaked at $3.51K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.