Lantz Financial’s W.R. Berkley WRB Stock Holding History

Lantz Financial’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	$205K	Sell	3,039 -24	-0.8%	-$1.69K	0.04%	254
2026 Q2	$216K	Buy	+3,063	New	+$205K	0.04%	251
2026 Q1	–	Sell	-3,034	Closed	-$213K	–	258
2025 Q4	$213K	Sell	3,034 -57	-2%	-$4.2K	0.04%	240
2025 Q3	$237K	Buy	3,091 +6	+0.2%	+$427	0.05%	226
2025 Q2	$227K	Sell	3,085 -93	-3%	-$6.67K	0.06%	221
2025 Q1	$226K	Buy	+3,178	New	+$195K	0.06%	200

Other funds holding WRB

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

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

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Lantz Financial's WRB Position: Q3 2026 in Review

Lantz Financial reduced its W.R. Berkley (WRB) stake by 0.78% in Q3 2026, selling an estimated $1.69K and leaving 3,039 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #254.

Lantz Financial first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $237K in Q3 2025. 196 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Lantz Financial held 3,039 shares of W.R. Berkley worth $205K as of Q3 2026.
Lantz Financial sold 24 W.R. Berkley shares in Q3 2026, an estimated $1.69K.
W.R. Berkley made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #254 holding.
Lantz Financial first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
Lantz Financial's W.R. Berkley position peaked at $237K in Q3 2025.
196 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.