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Financial Strategies Group’s W.R. Berkley WRB Stock Holding History

Financial Strategies Group’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
Q1 		$9.92M Buy
149,793
+20,747
+16% +$1.43M 1.66% 19
2025
Q4 		$9.03M Buy
129,046
+5,395
+4% +$398K 1.63% 21
2025
Q3 		$8.88M Buy
123,651
+12,058
+11% +$858K 1.69% 19
2025
Q2 		$7.69M Sell
111,593
-1,670
-1% -$120K 1.6% 20
2025
Q1 		$7.74M Sell
113,263
-6,064
-5% -$372K 1.83% 15
2024
Q4 		$6.77M Buy
119,327
+4,363
+4% +$261K 1.62% 20
2024
Q3 		$6.81M Buy
114,964
+2,528
+2% +$142K 1.6% 21
2024
Q2 		$5.92M Buy
112,436
+18,125
+19% +$971K 1.49% 22
2024
Q1 		$5.27M Buy
94,311
+14,643
+18% +$792K 1.41% 23
2023
Q4 		$4.13M Buy
79,668
+18,210
+30% +$830K 1.18% 22
2023
Q3 		$2.71M Buy
+61,458
New +$2.55M 0.85% 27

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Strategies Group's WRB Position: Q1 2026 in Review

Financial Strategies Group increased its W.R. Berkley (WRB) stake by 16% in Q1 2026, buying an estimated $1.43M and bringing the position to 149,793 shares worth $9.92M. The position accounts for 1.66% of the portfolio, ranked #19.

Financial Strategies Group first reported a position in WRB in Q3 2023 and has held it in 11 quarters since. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Financial Strategies Group held 149,793 shares of W.R. Berkley worth $9.92M as of Q1 2026.
  • Financial Strategies Group bought 20,747 W.R. Berkley shares in Q1 2026, an estimated $1.43M.
  • W.R. Berkley made up 1.66% of Financial Strategies Group's portfolio in Q1 2026, its #19 holding.
  • Financial Strategies Group first reported a position in W.R. Berkley in Q3 2023 and has held it in 11 quarters since.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.