StoneRidge PMG Advisors, LLC’s W.R. Berkley WRB Stock Holding History

StoneRidge PMG Advisors, LLC’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	$769K	Buy	+11,391	New	+$804K	0.54%	43

Other funds holding WRB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's WRB Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in W.R. Berkley (WRB) in Q3 2026: 11,391 shares worth $769K. The stake represents 0.54% of the portfolio and ranks #43 among its holdings.

423 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

StoneRidge PMG Advisors, LLC held 11,391 shares of W.R. Berkley worth $769K as of Q3 2026.
W.R. Berkley was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
W.R. Berkley made up 0.54% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #43 holding.
423 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.