Guardian Wealth Advisors (North Carolina)’s W.R. Berkley WRB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q3	–	Sell	-3,570	Closed	-$262K	–	554
2025 Q2	$262K	Sell	3,570 -193	-5%	-$13.8K	0.02%	286
2025 Q1	$268K	Sell	3,763 -18	-0.5%	-$1.1K	0.02%	266
2024 Q4	$221K	Buy	3,781 +54	+1%	+$3.23K	0.02%	300
2024 Q3	$211K	Buy	+3,727	New	+$209K	0.02%	263
2024 Q2	–	Sell	-3,729	Closed	-$220K	–	470
2024 Q1	$220K	Buy	+3,729	New	+$202K	0.03%	257

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WRB Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 3,570 shares — an estimated $262K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WRB in Q1 2024 and held it in 5 quarters. The position peaked at $268K in Q1 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,570 W.R. Berkley shares in Q3 2025, an estimated $262K.
Guardian Wealth Advisors (North Carolina) first reported a position in W.R. Berkley in Q1 2024 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s W.R. Berkley position peaked at $268K in Q1 2025.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.