Mather Group
WRB icon

Mather Group’s W.R. Berkley WRB Stock Holding History

Mather Group’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 		$566K Sell
8,381
-153
-2% -$10.8K ﹤0.01% 514
2026
Q2 		$602K Buy
8,534
+2,157
+34% +$145K 0.01% 492
2026
Q1 		$423K Sell
6,377
-301
-5% -$20.7K ﹤0.01% 535
2025
Q4 		$468K Sell
6,678
-251
-4% -$18.5K ﹤0.01% 419
2025
Q3 		$531K Buy
6,929
+1,009
+17% +$71.8K 0.01% 393
2025
Q2 		$435K Sell
5,920
-9
-0.2% -$645 ﹤0.01% 414
2025
Q1 		$422K Buy
5,929
+142
+2% +$8.7K ﹤0.01% 416
2024
Q4 		$339K Buy
5,787
+100
+2% +$5.99K ﹤0.01% 443
2024
Q3 		$323K Sell
5,687
-210
-4% -$11.8K ﹤0.01% 451
2024
Q2 		$348K Buy
5,897
+1,250
+27% +$67K ﹤0.01% 495
2024
Q1 		$219K Hold
4,647
– – ﹤0.01% 505
2023
Q4 		$219K Buy
+4,647
New +$212K ﹤0.01% 526

Other funds holding WRB

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mather Group's WRB Position: Q3 2026 in Review

Mather Group reduced its W.R. Berkley (WRB) stake by 1.8% in Q3 2026, selling an estimated $10.8K and leaving 8,381 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Mather Group first reported a position in WRB in Q4 2023 and has held it in 12 quarters since. The position peaked at $602K in Q2 2026. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Mather Group held 8,381 shares of W.R. Berkley worth $566K as of Q3 2026.
  • Mather Group sold 153 W.R. Berkley shares in Q3 2026, an estimated $10.8K.
  • W.R. Berkley made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #514 holding.
  • Mather Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 12 quarters since.
  • Mather Group's W.R. Berkley position peaked at $602K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.