CWS Financial Advisors’s W.R. Berkley WRB Stock Holding History

CWS Financial 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 Q2	$333K	Buy	4,720 +1,224	+35%	+$82K	0.07%	120
2026 Q1	$232K	Sell	3,496 -262	-7%	-$18K	0.06%	139
2025 Q4	$264K	Buy	+3,758	New	+$277K	0.07%	126
2024 Q1	–	Sell	-8,607	Closed	-$406K	–	150
2023 Q4	$406K	Sell	8,607 -1,169	-12%	-$53.3K	0.15%	103
2023 Q3	$414K	Buy	+9,776	New	+$405K	0.17%	99
2023 Q2	–	Sell	-4,895	Closed	-$203K	–	151
2023 Q1	$203K	Sell	4,895 -961	-16%	-$43K	0.08%	137
2022 Q4	$294K	Sell	5,856 -2,361	-29%	-$114K	0.13%	109
2022 Q3	$354K	Sell	8,217 -666	-7%	-$28.9K	0.17%	97
2022 Q2	$404K	Buy	8,883 +46	+0.5%	+$2.09K	0.18%	90
2022 Q1	$392K	Buy	8,837 +42	+0.5%	+$1.68K	0.15%	98
2021 Q4	$322K	Buy	+8,795	New	+$312K	0.11%	108
2021 Q2	$285K	Sell	8,609 -175	-2%	-$6.06K	0.11%	117
2021 Q1	$294K	Buy	8,784 +13	+0.1%	+$401	0.13%	109
2020 Q4	$259K	Buy	8,771 +86	+1%	+$2.48K	0.15%	108
2020 Q3	$236K	Buy	8,685 +684	+9%	+$18.8K	0.16%	106
2020 Q2	$204K	Buy	8,001 +947	+13%	+$23.2K	0.15%	117
2020 Q1	$217K	Hold	7,054	–	–	0.16%	109
2019 Q4	$217K	Buy	+7,054	New	+$218K	0.16%	110

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

CWS Financial Advisors's WRB Position: Q2 2026 in Review

CWS Financial Advisors increased its W.R. Berkley (WRB) stake by 35% in Q2 2026, buying an estimated $82K and bringing the position to 4,720 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #120.

CWS Financial Advisors first reported a position in WRB in Q4 2019 and has held it in 18 quarters since. The position peaked at $414K in Q3 2023. 353 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

CWS Financial Advisors held 4,720 shares of W.R. Berkley worth $333K as of Q2 2026.
CWS Financial Advisors bought 1,224 W.R. Berkley shares in Q2 2026, an estimated $82K.
W.R. Berkley made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #120 holding.
CWS Financial Advisors first reported a position in W.R. Berkley in Q4 2019 and has held it in 18 quarters since.
CWS Financial Advisors's W.R. Berkley position peaked at $414K in Q3 2023.
353 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.