Donoghue Forlines’s W.R. Berkley WRB Stock Holding History

Donoghue Forlines’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	$1.8M	Buy	26,668 +1,280	+5%	+$90.3K	0.45%	69
2026 Q2	$1.79M	Buy	25,388 +847	+3%	+$56.8K	0.46%	74
2026 Q1	$1.63M	Sell	24,541 -9,860	-29%	-$679K	0.45%	87
2025 Q4	$2.41M	Buy	+34,401	New	+$2.54M	0.75%	26
2025 Q3	–	Sell	-37,334	Closed	-$2.74M	–	138
2025 Q2	$2.74M	Buy	+37,334	New	+$2.68M	0.78%	43
2019 Q3	–	Sell	-88,148	Closed	-$2.58M	–	187
2019 Q2	$2.58M	Buy	+88,148	New	+$2.41M	0.3%	93

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Donoghue Forlines's WRB Position: Q3 2026 in Review

Donoghue Forlines increased its W.R. Berkley (WRB) stake by 5% in Q3 2026, buying an estimated $90.3K and bringing the position to 26,668 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #69.

Donoghue Forlines first reported a position in WRB in Q2 2019 and has held it in 6 quarters since. The position peaked at $2.74M in Q2 2025. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Donoghue Forlines held 26,668 shares of W.R. Berkley worth $1.8M as of Q3 2026.
Donoghue Forlines bought 1,280 W.R. Berkley shares in Q3 2026, an estimated $90.3K.
W.R. Berkley made up 0.45% of Donoghue Forlines's portfolio in Q3 2026, its #69 holding.
Donoghue Forlines first reported a position in W.R. Berkley in Q2 2019 and has held it in 6 quarters since.
Donoghue Forlines's W.R. Berkley position peaked at $2.74M in Q2 2025.
488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.