Matthew Hamilton Rosenberg’s W.R. Berkley WRB Stock Holding History

Matthew Hamilton Rosenberg’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	$6.86K	Hold	102	–	–	﹤0.01%	683
2026 Q2	$7.16K	Hold	102	–	–	﹤0.01%	664
2026 Q1	$6.73K	Sell	102 -71	-41%	-$4.89K	﹤0.01%	656
2025 Q4	$12.1K	Hold	173	–	–	﹤0.01%	603
2025 Q3	$13.2K	Buy	173 +143	+477%	+$10.2K	﹤0.01%	599
2025 Q2	$2.2K	Hold	30	–	–	﹤0.01%	774
2025 Q1	$2.14K	Buy	30 +6	+25%	+$368	﹤0.01%	757
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	761
2024 Q3	$1.36K	Sell	24 -66	-73%	-$3.71K	﹤0.01%	764
2024 Q2	$4.74K	Hold	90	–	–	﹤0.01%	662
2024 Q1	$5.25K	Buy	90 +66	+275%	+$3.57K	﹤0.01%	692
2023 Q4	$1.13K	Hold	24	–	–	﹤0.01%	786
2023 Q3	$1.02K	Hold	24	–	–	﹤0.01%	787
2023 Q2	$953	Hold	24	–	–	﹤0.01%	792
2023 Q1	$996	Hold	24	–	–	﹤0.01%	831
2022 Q4	$1.16K	Hold	24	–	–	﹤0.01%	805
2022 Q3	$1K	Buy	+24	New	+$1.04K	﹤0.01%	846

Other funds holding WRB

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Matthew Hamilton Rosenberg's WRB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its W.R. Berkley (WRB) position steady in Q3 2026 at 102 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Matthew Hamilton Rosenberg first reported a position in WRB in Q3 2022 and has held it in 17 quarters since. The position peaked at $13.2K in Q3 2025. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Matthew Hamilton Rosenberg held 102 shares of W.R. Berkley worth $6.86K as of Q3 2026.
Matthew Hamilton Rosenberg left its W.R. Berkley share count unchanged in Q3 2026.
W.R. Berkley made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #683 holding.
Matthew Hamilton Rosenberg first reported a position in W.R. Berkley in Q3 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's W.R. Berkley position peaked at $13.2K in Q3 2025.
217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.