Net Worth Advisory Group’s W.R. Berkley WRB Stock Holding History

Net Worth Advisory 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	$719K	Sell	10,440 -153	-1%	-$10.8K	0.18%	139
2026 Q2	$747K	Sell	10,593 -845	-7%	-$56.6K	0.19%	126
2026 Q1	$758K	Sell	11,438 -1,102	-9%	-$75.9K	0.16%	134
2025 Q4	$879K	Buy	12,540 +1,240	+11%	+$91.4K	0.18%	105
2025 Q3	$866K	Sell	11,300 -1,926	-15%	-$137K	0.25%	77
2025 Q2	$972K	Sell	13,226 -611	-4%	-$43.8K	0.22%	89
2025 Q1	$985K	Buy	13,837 +279	+2%	+$17.1K	0.31%	56
2024 Q4	$793K	Buy	13,558 +445	+3%	+$26.7K	0.24%	84
2024 Q3	$744K	Buy	+13,113	New	+$736K	0.22%	101

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

Net Worth Advisory Group's WRB Position: Q3 2026 in Review

Net Worth Advisory Group reduced its W.R. Berkley (WRB) stake by 1.4% in Q3 2026, selling an estimated $10.8K and leaving 10,440 shares worth $719K. The position accounts for 0.18% of the portfolio, ranked #139.

Net Worth Advisory Group first reported a position in WRB in Q3 2024 and has held it in 9 quarters since. The position peaked at $985K in Q1 2025. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Net Worth Advisory Group held 10,440 shares of W.R. Berkley worth $719K as of Q3 2026.
Net Worth Advisory Group sold 153 W.R. Berkley shares in Q3 2026, an estimated $10.8K.
W.R. Berkley made up 0.18% of Net Worth Advisory Group's portfolio in Q3 2026, its #139 holding.
Net Worth Advisory Group first reported a position in W.R. Berkley in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's W.R. Berkley position peaked at $985K in Q1 2025.
217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.