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Mitchell & Pahl Private Wealth’s W.R. Berkley WRB Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.56M Buy
22,183
+584
+3% +$39.1K 0.57% 64
2026
Q1 		$1.43M Buy
21,599
+1
+0% +$69 0.58% 66
2025
Q4 		$1.51M Sell
21,598
-142
-0.7% -$10.5K 0.63% 63
2025
Q3 		$1.67M Buy
21,740
+88
+0.4% +$6.26K 0.7% 55
2025
Q2 		$1.59M Buy
21,652
+478
+2% +$34.3K 0.7% 57
2025
Q1 		$1.51M Sell
21,174
-413
-2% -$25.3K 0.7% 54
2024
Q4 		$1.26M Buy
21,587
+676
+3% +$40.5K 0.59% 62
2024
Q3 		$1.19M Sell
20,911
-337
-2% -$18.9K 0.55% 64
2024
Q2 		$1.11M Sell
21,248
-84
-0.4% -$4.5K 0.59% 61
2024
Q1 		$1.26M Buy
21,332
+218
+1% +$11.8K 0.66% 57
2023
Q4 		$995K Sell
21,114
-249
-1% -$11.3K 0.57% 66
2023
Q3 		$904K Buy
21,363
+1,495
+8% +$61.9K 0.54% 64
2023
Q2 		$789K Buy
19,868
+239
+1% +$9.4K 0.48% 77
2023
Q1 		$815K Sell
19,629
-143
-0.7% -$6.4K 0.51% 66
2022
Q4 		$957K Buy
19,772
+209
+1% +$10.1K 0.63% 57
2022
Q3 		$842K Buy
19,563
+532
+3% +$23.1K 0.62% 55
2022
Q2 		$866K Buy
19,031
+1,130
+6% +$51.4K 0.6% 58
2022
Q1 		$795K Buy
17,901
+1,127
+7% +$44.9K 0.51% 72
2021
Q4 		$614K Buy
16,774
+2,939
+21% +$104K 0.39% 87
2021
Q3 		$450K Buy
13,835
+384
+3% +$12.7K 0.32% 94
2021
Q2 		$445K Buy
13,451
+1,218
+10% +$42.2K 0.32% 96
2021
Q1 		$410K Buy
12,233
+303
+3% +$9.35K 0.32% 98
2020
Q4 		$352K Buy
+11,930
New +$344K 0.3% 103

Other funds holding WRB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 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
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mitchell & Pahl Private Wealth's WRB Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its W.R. Berkley (WRB) stake by 2.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 22,183 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #64.

Mitchell & Pahl Private Wealth first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q3 2025. 164 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 22,183 shares of W.R. Berkley worth $1.56M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 584 W.R. Berkley shares in Q2 2026, an estimated $39.1K.
  • W.R. Berkley made up 0.57% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #64 holding.
  • Mitchell & Pahl Private Wealth first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's W.R. Berkley position peaked at $1.67M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.