Forum Financial Management’s W.R. Berkley WRB Stock Holding History

Forum Financial Management’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	–	Sell	-7,122	Closed	-$499K	–	993
2025 Q4	$499K	Hold	7,122	–	–	0.01%	472
2025 Q3	$546K	Buy	7,122 +1	+0%	+$71	0.01%	427
2025 Q2	$523K	Buy	7,121 +10	+0.1%	+$717	0.01%	389
2025 Q1	$506K	Buy	+7,111	New	+$436K	0.01%	368
2024 Q4	–	Sell	-11,099	Closed	-$630K	–	963
2024 Q3	$630K	Buy	11,099 +6	+0.1%	+$337	0.01%	268
2024 Q2	$581K	Buy	11,093 +2,084	+23%	+$112K	0.01%	268
2024 Q1	$531K	Sell	9,009 -95	-1%	-$5.14K	0.01%	305
2023 Q4	$429K	Hold	9,104	–	–	0.01%	334
2023 Q3	$385K	Hold	9,104	–	–	0.01%	346
2023 Q2	$361K	Hold	9,104	–	–	0.01%	382
2023 Q1	$378K	Hold	9,104	–	–	0.01%	333
2022 Q4	$440K	Sell	9,104 -61	-0.7%	-$2.94K	0.01%	280
2022 Q3	$395K	Hold	9,165	–	–	0.02%	274
2022 Q2	$417K	Sell	9,165 -38	-0.4%	-$1.73K	0.02%	266
2022 Q1	$408K	Sell	9,203 -112	-1%	-$4.47K	0.02%	289
2021 Q4	$341K	Buy	+9,315	New	+$330K	0.02%	354

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's WRB Position: Q1 2026 in Review

Forum Financial Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 7,122 shares — an estimated $499K sold.

Forum Financial Management first reported a position in WRB in Q4 2021 and held it in 16 quarters. The position peaked at $630K in Q3 2024. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Forum Financial Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 7,122 W.R. Berkley shares in Q1 2026, an estimated $499K.
Forum Financial Management first reported a position in W.R. Berkley in Q4 2021 and held it in 16 quarters.
Forum Financial Management's W.R. Berkley position peaked at $630K in Q3 2024.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.