MF
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Manchester Financial’s W.R. Berkley WRB Stock Holding History

Manchester 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
Q2 		– Sell
-4,763
Closed -$316K – 155
2026
Q1 		$316K Sell
4,763
-2,059
-30% -$142K 0.06% 105
2025
Q4 		$478K Sell
6,822
-494
-7% -$36.4K 0.09% 87
2025
Q3 		$561K Sell
7,316
-4,310
-37% -$307K 0.11% 77
2025
Q2 		$854K Sell
11,626
-11,660
-50% -$836K 0.18% 57
2025
Q1 		$1.66M Sell
23,286
-8,347
-26% -$512K 0.37% 34
2024
Q4 		$1.85M Sell
31,633
-18,035
-36% -$1.08M 0.41% 31
2024
Q3 		$2.82M Sell
49,668
-3,132
-6% -$176K 0.61% 21
2024
Q2 		$2.77M Buy
52,800
+555
+1% +$29.7K 0.68% 22
2024
Q1 		$3.08M Sell
52,245
-65
-0.1% -$3.52K 0.8% 21
2023
Q4 		$2.47M Sell
52,310
-592
-1% -$27K 0.69% 22
2023
Q3 		$2.24M Sell
52,902
-1,052
-2% -$43.6K 0.66% 22
2023
Q2 		$2.14M Sell
53,954
-447
-0.8% -$17.6K 0.61% 24
2023
Q1 		$2.26M Buy
54,401
+39
+0.1% +$1.75K 0.65% 23
2022
Q4 		$2.63M Sell
54,362
-348
-0.6% -$16.8K 0.71% 25
2022
Q3 		$2.35M Buy
54,710
+717
+1% +$31.1K 0.68% 26
2022
Q2 		$2.46M Buy
+53,993
New +$2.45M 0.95% 25

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Manchester Financial's WRB Position: Q2 2026 in Review

Manchester Financial sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 4,763 shares — an estimated $316K sold.

Manchester Financial first reported a position in WRB in Q2 2022 and held it in 16 quarters. The position peaked at $3.08M in Q1 2024. 369 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Manchester Financial reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Manchester Financial sold 4,763 W.R. Berkley shares in Q2 2026, an estimated $316K.
  • Manchester Financial first reported a position in W.R. Berkley in Q2 2022 and held it in 16 quarters.
  • Manchester Financial's W.R. Berkley position peaked at $3.08M in Q1 2024.
  • 369 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.