Evermay Wealth Management
WRB icon

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

Evermay 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 		$75K Hold
1,110
– – 0.01% 317
2026
Q2 		$78.9K Hold
1,110
– – 0.01% 300
2026
Q1 		$73.6K Hold
1,110
– – 0.01% 283
2025
Q4 		$77.8K Hold
1,110
– – 0.01% 283
2025
Q3 		$85K Hold
1,110
– – 0.01% 283
2025
Q2 		$81.6K Hold
1,110
– – 0.01% 284
2025
Q1 		$79K Hold
1,110
– – 0.01% 285
2024
Q4 		$65K Hold
1,110
– – 0.01% 296
2024
Q3 		$63K Hold
1,110
– – 0.01% 317
2024
Q2 		$58.2K Hold
1,110
– – 0.01% 331
2024
Q1 		$65.4K Buy
+1,110
New +$60K 0.01% 329

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Evermay Wealth Management held its W.R. Berkley (WRB) position steady in Q3 2026 at 1,110 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #317.

Evermay Wealth Management first reported a position in WRB in Q1 2024 and has held it in 11 quarters since. The position peaked at $85K in Q3 2025. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Evermay Wealth Management held 1,110 shares of W.R. Berkley worth $75K as of Q3 2026.
  • Evermay Wealth Management left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #317 holding.
  • Evermay Wealth Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 11 quarters since.
  • Evermay Wealth Management's W.R. Berkley position peaked at $85K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.