Highline Wealth Partners
WRB icon

Highline Wealth Partners’s W.R. Berkley WRB Stock Holding History

Highline Wealth Partners’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 		$33.1K Buy
490
+481
+5,344% +$33.9K 0.01% 330
2026
Q2 		$635 Buy
+9
New +$603 ﹤0.01% 1319
2026
Q1 		– Sell
-5
Closed -$351 – 1385
2025
Q4 		$351 Hold
5
– – ﹤0.01% 1017
2025
Q3 		$383 Hold
5
– – ﹤0.01% 1021
2025
Q2 		$367 Buy
+5
New +$358 ﹤0.01% 825

Other funds holding WRB

Parnassus Investments
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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Highline Wealth Partners's WRB Position: Q3 2026 in Review

Highline Wealth Partners increased its W.R. Berkley (WRB) stake by 5,344% in Q3 2026, buying an estimated $33.9K and bringing the position to 490 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Highline Wealth Partners first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Highline Wealth Partners held 490 shares of W.R. Berkley worth $33.1K as of Q3 2026.
  • Highline Wealth Partners bought 481 W.R. Berkley shares in Q3 2026, an estimated $33.9K.
  • W.R. Berkley made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #330 holding.
  • Highline Wealth Partners first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.