GA
WRB icon

GoalVest Advisory’s W.R. Berkley WRB Stock Holding History

GoalVest Advisory’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 		$1.2K Buy
+17
New +$1.14K ﹤0.01% 477
2025
Q2 		– Sell
-6
Closed -$427 – 532
2025
Q1 		$427 Buy
+6
New +$368 ﹤0.01% 376
2023
Q4 		– Sell
-282
Closed -$11.9K – 506
2023
Q3 		$11.9K Buy
282
+12
+4% +$497 0.01% 259
2023
Q2 		$10.7K Buy
+270
New +$10.6K 0.01% 247
2022
Q2 		– Sell
-5
Closed – – 555
2022
Q1 		$0 Buy
+5
New +$199 ﹤0.01% 517

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return