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Genesis Private Wealth’s W.R. Berkley WRB Stock Holding History

Genesis Private Wealth’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
Q2 		$347K Buy
4,915
+31
+0.6% +$2.08K 0.1% 114
2026
Q1 		$324K Sell
4,884
-50
-1% -$3.44K 0.1% 117
2025
Q4 		$346K Sell
4,934
-885
-15% -$65.2K 0.11% 109
2025
Q3 		$446K Sell
5,819
-99
-2% -$7.05K 0.19% 68
2025
Q2 		$435K Sell
5,918
-944
-14% -$67.7K 0.2% 60
2025
Q1 		$488K Sell
6,862
-1,175
-15% -$72K 0.26% 52
2024
Q4 		$470K Buy
+8,037
New +$481K 0.26% 51

Other funds holding WRB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Genesis Private Wealth's WRB Position: Q2 2026 in Review

Genesis Private Wealth increased its W.R. Berkley (WRB) stake by 0.63% in Q2 2026, buying an estimated $2.08K and bringing the position to 4,915 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #114.

Genesis Private Wealth first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q1 2025. 166 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Genesis Private Wealth held 4,915 shares of W.R. Berkley worth $347K as of Q2 2026.
  • Genesis Private Wealth bought 31 W.R. Berkley shares in Q2 2026, an estimated $2.08K.
  • W.R. Berkley made up 0.1% of Genesis Private Wealth's portfolio in Q2 2026, its #114 holding.
  • Genesis Private Wealth first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's W.R. Berkley position peaked at $488K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.