LGT Financial Advisors’s W.R. Berkley WRB Stock Holding History

LGT Financial Advisors’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 Q2	$7.9K	Sell	112 -29	-21%	-$1.94K	0.04%	146
2026 Q1	$9.34K	Hold	141	–	–	0.05%	140
2025 Q4	$9.87K	Buy	141 +2	+1%	+$147	0.06%	138
2025 Q3	$10.6K	Buy	139 +1	+0.7%	+$71	0.02%	225
2025 Q2	$10.2K	Buy	138 +1	+0.7%	+$72	0.03%	204
2025 Q1	$9.78K	Sell	137 -794	-85%	-$48.7K	0.03%	175
2024 Q4	$54.5K	Buy	931 +1	+0.1%	+$60	0.12%	137
2024 Q3	$52.8K	Sell	930 -854	-48%	-$48K	0.13%	112
2024 Q2	$93.4K	Sell	1,784 -2,532	-59%	-$136K	0.2%	90
2024 Q1	$254K	Sell	4,316 -201	-4%	-$10.9K	0.3%	71
2023 Q4	$213K	Buy	4,517 +129	+3%	+$5.88K	0.26%	82
2023 Q3	$186K	Buy	+4,388	New	+$182K	0.24%	88

Other funds holding WRB

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

LGT Financial Advisors's WRB Position: Q2 2026 in Review

LGT Financial Advisors reduced its W.R. Berkley (WRB) stake by 21% in Q2 2026, selling an estimated $1.94K and leaving 112 shares worth $7.9K. The position accounts for 0.04% of the portfolio, ranked #146.

LGT Financial Advisors first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $254K in Q1 2024. 394 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

LGT Financial Advisors held 112 shares of W.R. Berkley worth $7.9K as of Q2 2026.
LGT Financial Advisors sold 29 W.R. Berkley shares in Q2 2026, an estimated $1.94K.
W.R. Berkley made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #146 holding.
LGT Financial Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
LGT Financial Advisors's W.R. Berkley position peaked at $254K in Q1 2024.
394 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.