Farmers & Merchants Investments Inc’s W.R. Berkley WRB Stock Holding History

Farmers & Merchants Investments Inc’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	$24.8K	Hold	352	–	–	﹤0.01%	567
2026 Q1	$23.3K	Buy	352 +148	+73%	+$10.2K	﹤0.01%	557
2025 Q4	$14.3K	Hold	204	–	–	﹤0.01%	646
2025 Q3	$15.6K	Hold	204	–	–	﹤0.01%	614
2025 Q2	$15K	Hold	204	–	–	﹤0.01%	618
2025 Q1	$14.5K	Hold	204	–	–	﹤0.01%	614
2024 Q4	$11.9K	Hold	204	–	–	﹤0.01%	670
2024 Q3	$11.6K	Hold	204	–	–	﹤0.01%	682
2024 Q2	$10.7K	Hold	204	–	–	﹤0.01%	681
2024 Q1	$12K	Hold	204	–	–	﹤0.01%	611
2023 Q4	$9.62K	Hold	204	–	–	﹤0.01%	643
2023 Q3	$8.63K	Hold	204	–	–	﹤0.01%	648
2023 Q2	$8.1K	Sell	204 -21	-9%	-$826	﹤0.01%	678
2023 Q1	$9.34K	Buy	225 +21	+10%	+$939	﹤0.01%	640
2022 Q4	$9.87K	Hold	204	–	–	﹤0.01%	656
2022 Q3	$9K	Buy	204 +37	+22%	+$1.61K	﹤0.01%	663
2022 Q2	$8K	Hold	167	–	–	﹤0.01%	783
2022 Q1	$7K	Hold	167	–	–	﹤0.01%	845
2021 Q4	$6K	Hold	167	–	–	﹤0.01%	881
2021 Q3	$5K	Hold	167	–	–	﹤0.01%	863
2021 Q2	$6K	Hold	167	–	–	﹤0.01%	767
2021 Q1	$6K	Sell	167 -985	-86%	-$30.4K	﹤0.01%	748
2020 Q4	$34K	Hold	1,152	–	–	﹤0.01%	376
2020 Q3	$31K	Hold	1,152	–	–	﹤0.01%	372
2020 Q2	$29K	Buy	1,152 +27	+2%	+$662	﹤0.01%	373
2020 Q1	$26K	Buy	1,125 +67	+6%	+$2K	﹤0.01%	359
2019 Q4	$32K	Buy	1,058 +72	+7%	+$2.22K	﹤0.01%	366
2019 Q3	$32K	Hold	986	–	–	﹤0.01%	364
2019 Q2	$29K	Sell	986 -3	-0.3%	-$82	﹤0.01%	368
2019 Q1	$25K	Hold	989	–	–	﹤0.01%	382
2018 Q4	$22K	Hold	989	–	–	﹤0.01%	387
2018 Q3	$23K	Hold	989	–	–	﹤0.01%	415
2018 Q2	$21K	Hold	989	–	–	﹤0.01%	437
2018 Q1	$21K	Hold	989	–	–	﹤0.01%	425
2017 Q4	$21K	Hold	989	–	–	﹤0.01%	426
2017 Q3	$20K	Hold	989	–	–	﹤0.01%	415
2017 Q2	$20K	Hold	989	–	–	﹤0.01%	441
2017 Q1	$21K	Hold	989	–	–	﹤0.01%	400
2016 Q4	$19K	Hold	989	–	–	﹤0.01%	439
2016 Q3	$17K	Hold	989	–	–	﹤0.01%	406
2016 Q2	$18K	Hold	989	–	–	﹤0.01%	380
2016 Q1	$16K	Hold	989	–	–	﹤0.01%	392
2015 Q4	$16K	Hold	989	–	–	﹤0.01%	410
2015 Q3	$16K	Hold	989	–	–	﹤0.01%	408
2015 Q2	$15K	Buy	+989	New	+$14.7K	﹤0.01%	444

Other funds holding WRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's WRB Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its W.R. Berkley (WRB) position steady in Q2 2026 at 352 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Farmers & Merchants Investments Inc first reported a position in WRB in Q2 2015 and has held it in 45 quarters since. The position peaked at $34K in Q4 2020. 539 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Farmers & Merchants Investments Inc held 352 shares of W.R. Berkley worth $24.8K as of Q2 2026.
Farmers & Merchants Investments Inc left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #567 holding.
Farmers & Merchants Investments Inc first reported a position in W.R. Berkley in Q2 2015 and has held it in 45 quarters since.
Farmers & Merchants Investments Inc's W.R. Berkley position peaked at $34K in Q4 2020.
539 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.