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

Frazier Financial 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
2026
Q3 		$22.8K Hold
337
– – 0.01% 301
2026
Q2 		$23.8K Hold
337
– – 0.01% 284
2026
Q1 		$22.3K Hold
337
– – 0.01% 307
2025
Q4 		$23.6K Hold
337
– – 0.01% 252
2025
Q3 		$25.8K Hold
337
– – 0.02% 238
2025
Q2 		$24.8K Hold
337
– – 0.02% 234
2025
Q1 		$24K Hold
337
– – 0.02% 223
2024
Q4 		$19.7K Hold
337
– – 0.02% 250
2024
Q3 		$19.1K Sell
337
-1
-0.3% -$56 0.01% 264
2024
Q2 		$17.7K Hold
338
– – 0.01% 316
2024
Q1 		$19.9K Hold
338
– – 0.02% 266
2023
Q4 		$15.9K Buy
+338
New +$15.4K 0.01% 268

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Frazier Financial Advisors's WRB Position: Q3 2026 in Review

Frazier Financial Advisors held its W.R. Berkley (WRB) position steady in Q3 2026 at 337 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #301.

Frazier Financial Advisors first reported a position in WRB in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.8K in Q3 2025. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Frazier Financial Advisors held 337 shares of W.R. Berkley worth $22.8K as of Q3 2026.
  • Frazier Financial Advisors left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #301 holding.
  • Frazier Financial Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 12 quarters since.
  • Frazier Financial Advisors's W.R. Berkley position peaked at $25.8K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.