FWP
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Firethorn Wealth Partners’s W.R. Berkley WRB Stock Holding History

Firethorn Wealth Partners’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 		$375K Buy
5,553
+46
+0.8% +$3.25K 0.12% 139
2026
Q2 		$388K Buy
5,507
+10
+0.2% +$670 0.13% 138
2026
Q1 		$364K Sell
5,497
-13
-0.2% -$895 0.13% 135
2025
Q4 		$386K Buy
5,510
+105
+2% +$7.74K 0.14% 126
2025
Q3 		$414K Buy
5,405
+20
+0.4% +$1.42K 0.16% 117
2025
Q2 		$396K Buy
5,385
+117
+2% +$8.39K 0.17% 117
2025
Q1 		$375K Buy
5,268
+662
+14% +$40.6K 0.18% 113
2024
Q4 		$270K Buy
4,606
+32
+0.7% +$1.92K 0.13% 121
2024
Q3 		$259K Buy
4,574
+296
+7% +$16.6K 0.13% 122
2024
Q2 		$224K Buy
4,278
+172
+4% +$9.21K 0.13% 129
2024
Q1 		$242K Buy
+4,106
New +$222K 0.14% 123
2022
Q3 		– Sell
-5,063
Closed -$207K – 138
2022
Q2 		$207K Buy
5,063
+27
+0.5% +$1.23K 0.17% 117
2022
Q1 		$224K Buy
+5,036
New +$201K 0.17% 120

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Firethorn Wealth Partners's WRB Position: Q3 2026 in Review

Firethorn Wealth Partners increased its W.R. Berkley (WRB) stake by 0.84% in Q3 2026, buying an estimated $3.25K and bringing the position to 5,553 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #139.

Firethorn Wealth Partners first reported a position in WRB in Q1 2022 and has held it in 13 quarters since. The position peaked at $414K in Q3 2025. 78 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Firethorn Wealth Partners held 5,553 shares of W.R. Berkley worth $375K as of Q3 2026.
  • Firethorn Wealth Partners bought 46 W.R. Berkley shares in Q3 2026, an estimated $3.25K.
  • W.R. Berkley made up 0.12% of Firethorn Wealth Partners's portfolio in Q3 2026, its #139 holding.
  • Firethorn Wealth Partners first reported a position in W.R. Berkley in Q1 2022 and has held it in 13 quarters since.
  • Firethorn Wealth Partners's W.R. Berkley position peaked at $414K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.