Fifth Third Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Fifth Third Wealth 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	$1.11M	Buy	16,392 +7,632	+87%	+$538K	0.03%	289
2026 Q2	$618K	Buy	8,760 +3,631	+71%	+$243K	0.02%	429
2026 Q1	$340K	Sell	5,129 -679	-12%	-$46.8K	0.01%	552
2025 Q4	$407K	Sell	5,808 -371	-6%	-$27.3K	0.01%	455
2025 Q3	$473K	Sell	6,179 -178	-3%	-$12.7K	0.02%	401
2025 Q2	$467K	Sell	6,357 -363	-5%	-$26K	0.02%	383
2025 Q1	$478K	Buy	6,720 +1,754	+35%	+$107K	0.02%	340
2024 Q4	$291K	Buy	+4,966	New	+$297K	0.02%	502

Other funds holding WRB

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

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

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fifth Third Wealth Advisors's WRB Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its W.R. Berkley (WRB) stake by 87% in Q3 2026, buying an estimated $538K and bringing the position to 16,392 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #289.

Fifth Third Wealth Advisors first reported a position in WRB in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Fifth Third Wealth Advisors held 16,392 shares of W.R. Berkley worth $1.11M as of Q3 2026.
Fifth Third Wealth Advisors bought 7,632 W.R. Berkley shares in Q3 2026, an estimated $538K.
W.R. Berkley made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #289 holding.
Fifth Third Wealth Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.