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Financial Network Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Financial Network 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
2025
Q3 		– Sell
-34
Closed -$2.5K – 857
2025
Q2 		$2.5K Sell
34
-19
-36% -$1.36K ﹤0.01% 606
2025
Q1 		$3.77K Buy
53
+29
+121% +$1.78K 0.01% 522
2024
Q4 		$1.4K Sell
24
-70
-74% -$4.19K ﹤0.01% 433
2024
Q3 		$5.33K Buy
94
+1
+1% +$56 ﹤0.01% 522
2024
Q2 		$4.87K Buy
+93
New +$4.98K ﹤0.01% 585

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Network Wealth Advisors's WRB Position: Q3 2025 in Review

Financial Network Wealth Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 34 shares — an estimated $2.5K sold.

Financial Network Wealth Advisors first reported a position in WRB in Q2 2024 and held it in 5 quarters. The position peaked at $5.33K in Q3 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Financial Network Wealth Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 34 W.R. Berkley shares in Q3 2025, an estimated $2.5K.
  • Financial Network Wealth Advisors first reported a position in W.R. Berkley in Q2 2024 and held it in 5 quarters.
  • Financial Network Wealth Advisors's W.R. Berkley position peaked at $5.33K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.