NA
WRB icon

Networth Advisors’s W.R. Berkley WRB Stock Holding History

Networth Advisors’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 		$1.13K Buy
+16
New +$1.07K ﹤0.01% 321

Other funds holding WRB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Networth Advisors's WRB Position: Q2 2026 in Review

Networth Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 16 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

473 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Networth Advisors held 16 shares of W.R. Berkley worth $1.13K as of Q2 2026.
  • W.R. Berkley was a new Networth Advisors position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #321 holding.
  • 473 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.