Networth Advisors
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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
Q3 		$1.09K Hold
16
– – ﹤0.01% 328
2026
Q2 		$1.13K Buy
+16
New +$1.07K ﹤0.01% 321

Other funds holding WRB

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Bank of New York Mellon
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Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Networth Advisors's WRB Position: Q3 2026 in Review

Networth Advisors held its W.R. Berkley (WRB) position steady in Q3 2026 at 16 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Networth Advisors first reported a position in WRB in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.13K in Q2 2026. 459 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Networth Advisors held 16 shares of W.R. Berkley worth $1.09K as of Q3 2026.
  • Networth Advisors left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #328 holding.
  • Networth Advisors first reported a position in W.R. Berkley in Q2 2026 and has held it in 2 quarters since.
  • Networth Advisors's W.R. Berkley position peaked at $1.13K in Q2 2026.
  • 459 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.