IMG Wealth Management
WRB icon

IMG Wealth Management’s W.R. Berkley WRB Stock Holding History

IMG Wealth Management’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 		$11K Hold
163
– – 0.01% 320
2026
Q2 		$11.5K Buy
163
+38
+30% +$2.55K 0.01% 302
2026
Q1 		$8.28K Buy
125
+92
+279% +$6.34K 0.01% 320
2025
Q4 		$2.31K Buy
+33
New +$2.43K ﹤0.01% 502

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMG Wealth Management's WRB Position: Q3 2026 in Review

IMG Wealth Management held its W.R. Berkley (WRB) position steady in Q3 2026 at 163 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #320.

IMG Wealth Management first reported a position in WRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.5K in Q2 2026. 498 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • IMG Wealth Management held 163 shares of W.R. Berkley worth $11K as of Q3 2026.
  • IMG Wealth Management left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #320 holding.
  • IMG Wealth Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's W.R. Berkley position peaked at $11.5K in Q2 2026.
  • 498 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.