Merit Financial Group’s W.R. Berkley WRB Stock Holding History

Merit Financial 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	$995K	Buy	14,735 +3,891	+36%	+$275K	0.01%	1151
2026 Q2	$765K	Buy	10,844 +807	+8%	+$54.1K	﹤0.01%	1232
2026 Q1	$665K	Sell	10,037 -4,615	-31%	-$318K	﹤0.01%	1198
2025 Q4	$1.03M	Sell	14,652 -3,833	-21%	-$282K	0.01%	945
2025 Q3	$1.42M	Sell	18,485 -385	-2%	-$27.4K	0.01%	700
2025 Q2	$1.39M	Buy	18,870 +1,338	+8%	+$95.9K	0.02%	646
2025 Q1	$1.25M	Buy	17,532 +7,961	+83%	+$488K	0.02%	576
2024 Q4	$560K	Buy	+9,571	New	+$573K	0.01%	691

Other funds holding WRB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Merit Financial Group's WRB Position: Q3 2026 in Review

Merit Financial Group increased its W.R. Berkley (WRB) stake by 36% in Q3 2026, buying an estimated $275K and bringing the position to 14,735 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1151.

Merit Financial Group first reported a position in WRB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2025. 689 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Merit Financial Group held 14,735 shares of W.R. Berkley worth $995K as of Q3 2026.
Merit Financial Group bought 3,891 W.R. Berkley shares in Q3 2026, an estimated $275K.
W.R. Berkley made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1151 holding.
Merit Financial Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's W.R. Berkley position peaked at $1.42M in Q3 2025.
689 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.