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Moody Lynn & Lieberson’s W.R. Berkley WRB Stock Holding History

Moody Lynn & Lieberson’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 		$614K Buy
8,712
+96
+1% +$6.43K 0.03% 161
2026
Q1 		$571K Sell
8,616
-2,694
-24% -$186K 0.03% 169
2025
Q4 		$793K Sell
11,310
-2,177
-16% -$160K 0.04% 132
2025
Q3 		$1.03M Buy
13,487
+292
+2% +$20.8K 0.06% 118
2025
Q2 		$969K Buy
13,195
+818
+7% +$58.6K 0.06% 123
2025
Q1 		$881K Buy
12,377
+835
+7% +$51.2K 0.06% 127
2024
Q4 		$675K Buy
11,542
+2,433
+27% +$146K 0.04% 148
2024
Q3 		$517K Buy
9,109
+41
+0.5% +$2.3K 0.03% 172
2024
Q2 		$475K Buy
9,068
+2,870
+46% +$154K 0.03% 165
2024
Q1 		$365K Buy
6,198
+1
+0% +$54 0.02% 185
2023
Q4 		$292K Buy
6,197
+17
+0.3% +$775 0.02% 196
2023
Q3 		$262K Buy
+6,180
New +$256K 0.02% 178
2023
Q1 		– Sell
-96,582
Closed -$4.67M – 229
2022
Q4 		$4.67M Buy
96,582
+694
+0.7% +$33.5K 0.43% 51
2022
Q3 		$4.13M Buy
95,888
+5,360
+6% +$233K 0.4% 55
2022
Q2 		$4.12M Buy
+90,528
New +$4.12M 0.37% 58

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
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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

Moody Lynn & Lieberson's WRB Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its W.R. Berkley (WRB) stake by 1.1% in Q2 2026, buying an estimated $6.43K and bringing the position to 8,712 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #161.

Moody Lynn & Lieberson first reported a position in WRB in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q4 2022. 238 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Moody Lynn & Lieberson held 8,712 shares of W.R. Berkley worth $614K as of Q2 2026.
  • Moody Lynn & Lieberson bought 96 W.R. Berkley shares in Q2 2026, an estimated $6.43K.
  • W.R. Berkley made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #161 holding.
  • Moody Lynn & Lieberson first reported a position in W.R. Berkley in Q2 2022 and has held it in 15 quarters since.
  • Moody Lynn & Lieberson's W.R. Berkley position peaked at $4.67M in Q4 2022.
  • 238 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.