GWSA
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Global Wealth Strategies & Associates’s W.R. Berkley WRB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-160
Closed -$10.6K – 491
2026
Q1 		$10.6K Hold
160
– – ﹤0.01% 309
2025
Q4 		$11.2K Hold
160
– – ﹤0.01% 295
2025
Q3 		$12.3K Hold
160
– – ﹤0.01% 265
2025
Q2 		$11.8K Hold
160
– – ﹤0.01% 210
2025
Q1 		$11.4K Hold
160
– – ﹤0.01% 246
2024
Q4 		$9.36K Hold
160
– – ﹤0.01% 228
2024
Q3 		$9.08K Sell
160
-1
-0.6% -$56 ﹤0.01% 204
2024
Q2 		$8.41K Hold
161
– – ﹤0.01% 185
2024
Q1 		$9.46K Hold
161
– – ﹤0.01% 183
2023
Q4 		$7.57K Hold
161
– – ﹤0.01% 184
2023
Q3 		$6.79K Hold
161
– – ﹤0.01% 189
2023
Q2 		$6.37K Hold
161
– – ﹤0.01% 192
2023
Q1 		$6.66K Hold
161
– – ﹤0.01% 194
2022
Q4 		$7.76K Buy
+161
New +$7.76K ﹤0.01% 175

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return