Key Financial Inc’s W.R. Berkley WRB Stock Holding History

Key Financial Inc’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	$1.28K	Hold	19	–	–	﹤0.01%	1157
2026 Q2	$1.34K	Hold	19	–	–	﹤0.01%	1191
2026 Q1	$1.26K	Hold	19	–	–	﹤0.01%	1228
2025 Q4	$1.33K	Sell	19 -87	-82%	-$6.41K	﹤0.01%	1226
2025 Q3	$7.99K	Hold	106	–	–	﹤0.01%	939
2025 Q2	$7.79K	Hold	106	–	–	﹤0.01%	922
2025 Q1	$7.54K	Hold	106	–	–	﹤0.01%	890
2024 Q4	$6.2K	Buy	106 +87	+458%	+$5.21K	﹤0.01%	925
2024 Q3	$1.08K	Sell	19 -1	-5%	-$56	﹤0.01%	1185
2024 Q2	$1.02K	Buy	+20	New	+$1.07K	﹤0.01%	1180

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Key Financial Inc's WRB Position: Q3 2026 in Review

Key Financial Inc held its W.R. Berkley (WRB) position steady in Q3 2026 at 19 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Key Financial Inc first reported a position in WRB in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.99K in Q3 2025. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Key Financial Inc held 19 shares of W.R. Berkley worth $1.28K as of Q3 2026.
Key Financial Inc left its W.R. Berkley share count unchanged in Q3 2026.
W.R. Berkley made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1157 holding.
Key Financial Inc first reported a position in W.R. Berkley in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's W.R. Berkley position peaked at $7.99K in Q3 2025.
583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.