EA
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Everpar Advisors’s W.R. Berkley WRB Stock Holding History

Everpar 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 		$682K Buy
9,670
+396
+4% +$26.5K 0.19% 110
2026
Q1 		$615K Sell
9,274
-163
-2% -$11.2K 0.21% 102
2025
Q4 		$662K Sell
9,437
-1,367
-13% -$101K 0.25% 86
2025
Q3 		$828K Sell
10,804
-140
-1% -$9.97K 0.33% 64
2025
Q2 		$804K Buy
10,944
+126
+1% +$9.03K 0.37% 57
2025
Q1 		$770K Sell
10,818
-1,086
-9% -$66.6K 0.41% 51
2024
Q4 		$697K Sell
11,904
-44
-0.4% -$2.63K 0.35% 60
2024
Q3 		$678K Sell
11,948
-730
-6% -$41K 0.35% 69
2024
Q2 		$664K Sell
12,678
-695
-5% -$37.2K 0.33% 76
2024
Q1 		$788K Sell
13,373
-10,720
-44% -$580K 0.48% 51
2023
Q4 		$1.14M Buy
+24,093
New +$1.1M 0.53% 41

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return