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Farther Finance Advisors’s W.R. Berkley WRB Stock Holding History

Farther Finance 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
Q3 		$1.55M Buy
22,880
+6,270
+38% +$442K 0.01% 893
2026
Q2 		$1.17M Buy
16,610
+2,031
+14% +$136K 0.01% 995
2026
Q1 		$952K Sell
14,579
-106
-0.7% -$7.3K 0.01% 995
2025
Q4 		$1.03M Buy
14,685
+4,141
+39% +$305K 0.01% 875
2025
Q3 		$808K Buy
10,544
+1,626
+18% +$116K 0.01% 837
2025
Q2 		$655K Buy
8,918
+280
+3% +$20.1K 0.01% 780
2025
Q1 		$607K Buy
8,638
+4,924
+133% +$302K 0.02% 700
2024
Q4 		$217K Buy
3,714
+98
+3% +$5.87K 0.01% 952
2024
Q3 		$205K Buy
3,616
+343
+10% +$19.3K 0.01% 982
2024
Q2 		$172K Buy
3,273
+1,912
+140% +$102K 0.01% 904
2024
Q1 		$79.4K Buy
1,361
+72
+6% +$3.89K ﹤0.01% 1027
2023
Q4 		$60.7K Buy
1,289
+350
+37% +$16K ﹤0.01% 979
2023
Q3 		$39.7K Buy
939
+195
+26% +$8.08K 0.01% 845
2023
Q2 		$29.5K Buy
744
+520
+232% +$20.4K 0.01% 865
2023
Q1 		$9.28K Buy
224
+60
+37% +$2.68K ﹤0.01% 1142
2022
Q4 		$7.91K Buy
+164
New +$7.91K ﹤0.01% 1023

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's WRB Position: Q3 2026 in Review

Farther Finance Advisors increased its W.R. Berkley (WRB) stake by 38% in Q3 2026, buying an estimated $442K and bringing the position to 22,880 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #893.

Farther Finance Advisors first reported a position in WRB in Q4 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Farther Finance Advisors held 22,880 shares of W.R. Berkley worth $1.55M as of Q3 2026.
  • Farther Finance Advisors bought 6,270 W.R. Berkley shares in Q3 2026, an estimated $442K.
  • W.R. Berkley made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #893 holding.
  • Farther Finance Advisors first reported a position in W.R. Berkley in Q4 2022 and has held it in 16 quarters since.
  • 20 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.