First Pacific Financial’s W.R. Berkley WRB Stock Holding History

First Pacific Financial’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	$88.9K	Sell	1,317 -173	-12%	-$12.2K	0.01%	238
2026 Q2	$105K	Hold	1,490	–	–	0.01%	205
2026 Q1	$98.7K	Sell	1,490 -10	-0.7%	-$689	0.01%	197
2025 Q4	$105K	Buy	1,500 +2	+0.1%	+$147	0.01%	193
2025 Q3	$115K	Buy	1,498 +2	+0.1%	+$142	0.02%	192
2025 Q2	$110K	Hold	1,496	–	–	0.02%	197
2025 Q1	$106K	Hold	1,496	–	–	0.02%	162
2024 Q4	$87.5K	Hold	1,496	–	–	0.02%	180
2024 Q3	$84.9K	Buy	+1,496	New	+$84K	0.02%	173

Other funds holding WRB

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

BWP

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Pacific Financial's WRB Position: Q3 2026 in Review

First Pacific Financial reduced its W.R. Berkley (WRB) stake by 12% in Q3 2026, selling an estimated $12.2K and leaving 1,317 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #238.

First Pacific Financial first reported a position in WRB in Q3 2024 and has held it in 9 quarters since. The position peaked at $115K in Q3 2025. 115 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

First Pacific Financial held 1,317 shares of W.R. Berkley worth $88.9K as of Q3 2026.
First Pacific Financial sold 173 W.R. Berkley shares in Q3 2026, an estimated $12.2K.
W.R. Berkley made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #238 holding.
First Pacific Financial first reported a position in W.R. Berkley in Q3 2024 and has held it in 9 quarters since.
First Pacific Financial's W.R. Berkley position peaked at $115K in Q3 2025.
115 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.