LVW Advisors
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LVW Advisors’s W.R. Berkley WRB Stock Holding History

LVW 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
Q3 		$370K Sell
5,475
-3,873
-41% -$273K 0.03% 318
2026
Q2 		$659K Sell
9,348
-1,059
-10% -$71K 0.06% 184
2026
Q1 		$690K Sell
10,407
-1,290
-11% -$88.8K 0.07% 153
2025
Q4 		$820K Sell
11,697
-687
-6% -$50.6K 0.08% 115
2025
Q3 		$949K Sell
12,384
-1,876
-13% -$134K 0.1% 113
2025
Q2 		$1.05M Sell
14,260
-1,396
-9% -$100K 0.11% 103
2025
Q1 		$1.11M Sell
15,656
-919
-6% -$56.3K 0.13% 96
2024
Q4 		$970K Sell
16,575
-152
-0.9% -$9.1K 0.12% 114
2024
Q3 		$949K Buy
16,727
+1,631
+11% +$91.6K 0.12% 119
2024
Q2 		$791K Buy
15,096
+1,381
+10% +$74K 0.12% 116
2024
Q1 		$809K Sell
13,715
-492
-3% -$26.6K 0.14% 115
2023
Q4 		$670K Sell
14,207
-210
-1% -$9.6K 0.13% 121
2023
Q3 		$610K Sell
14,417
-1,183
-8% -$49K 0.13% 106
2023
Q2 		$619K Sell
15,600
-143
-0.9% -$5.62K 0.12% 116
2023
Q1 		$653K Sell
15,743
-4,918
-24% -$220K 0.13% 120
2022
Q4 		$1000K Sell
20,661
-2,010
-9% -$96.9K 0.2% 86
2022
Q3 		$976K Sell
22,671
-731
-3% -$31.7K 0.22% 79
2022
Q2 		$1.06M Buy
23,402
+864
+4% +$39.3K 0.22% 81
2022
Q1 		$1M Sell
22,538
-1,452
-6% -$57.9K 0.17% 90
2021
Q4 		$878K Sell
23,990
-103
-0.4% -$3.65K 0.15% 103
2021
Q3 		$784K Buy
24,093
+367
+2% +$12.1K 0.14% 114
2021
Q2 		$785K Sell
23,726
-1,184
-5% -$41K 0.14% 110
2021
Q1 		$834K Buy
24,910
+7,981
+47% +$246K 0.16% 99
2020
Q4 		$500K Buy
16,929
+587
+4% +$16.9K 0.1% 117
2020
Q3 		$444K Buy
+16,342
New +$448K 0.1% 112

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LVW Advisors's WRB Position: Q3 2026 in Review

LVW Advisors reduced its W.R. Berkley (WRB) stake by 41% in Q3 2026, selling an estimated $273K and leaving 5,475 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #318.

LVW Advisors first reported a position in WRB in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q1 2025. 532 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • LVW Advisors held 5,475 shares of W.R. Berkley worth $370K as of Q3 2026.
  • LVW Advisors sold 3,873 W.R. Berkley shares in Q3 2026, an estimated $273K.
  • W.R. Berkley made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #318 holding.
  • LVW Advisors first reported a position in W.R. Berkley in Q3 2020 and has held it in 25 quarters since.
  • LVW Advisors's W.R. Berkley position peaked at $1.11M in Q1 2025.
  • 532 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.