Darwin Wealth Management
WRB icon

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

Darwin 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
Q3 		$742 Buy
+11
New +$776 ﹤0.01% 1020
2020
Q2 		– Sell
-1,514
Closed -$35K – 798
2020
Q1 		$35K Buy
+1,514
New +$45.1K 0.01% 288

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Darwin Wealth Management's WRB Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in W.R. Berkley (WRB) in Q3 2026: 11 shares worth $742. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in WRB as recently as Q1 2020.

Darwin Wealth Management first reported a position in WRB in Q1 2020 and has held it in 2 quarters since. The position peaked at $35K in Q1 2020. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Darwin Wealth Management held 11 shares of W.R. Berkley worth $742 as of Q3 2026.
  • W.R. Berkley was a new Darwin Wealth Management position in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1020 holding.
  • Darwin Wealth Management first reported a position in W.R. Berkley in Q1 2020 and has held it in 2 quarters since.
  • Darwin Wealth Management's W.R. Berkley position peaked at $35K in Q1 2020.
  • 583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.