LC
WRB icon

Lincoln Capital’s W.R. Berkley WRB Stock Holding History

Lincoln Capital’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 		$387K Hold
5,692
– – 0.07% 104
2026
Q2 		$401K Hold
5,692
– – 0.07% 102
2026
Q1 		$377K Hold
5,692
– – 0.07% 101
2025
Q4 		$399K Buy
5,692
+456
+9% +$33.6K 0.07% 100
2025
Q3 		$402K Hold
5,236
– – 0.08% 101
2025
Q2 		$385K Buy
+5,236
New +$375K 0.07% 99

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lincoln Capital's WRB Position: Q3 2026 in Review

Lincoln Capital held its W.R. Berkley (WRB) position steady in Q3 2026 at 5,692 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #104.

Lincoln Capital first reported a position in WRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $402K in Q3 2025. 61 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Lincoln Capital held 5,692 shares of W.R. Berkley worth $387K as of Q3 2026.
  • Lincoln Capital left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.07% of Lincoln Capital's portfolio in Q3 2026, its #104 holding.
  • Lincoln Capital first reported a position in W.R. Berkley in Q2 2025 and has held it in 6 quarters since.
  • Lincoln Capital's W.R. Berkley position peaked at $402K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.