NorthCrest Asset Manangement’s W.R. Berkley WRB Stock Holding History

NorthCrest Asset Manangement’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	$596K	Buy	+8,300	New	+$556K	0.02%	510

Other funds holding WRB

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

NorthCrest Asset Manangement's WRB Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in W.R. Berkley (WRB) in Q2 2026: 8,300 shares worth $596K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings.

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

NorthCrest Asset Manangement held 8,300 shares of W.R. Berkley worth $596K as of Q2 2026.
W.R. Berkley was a new NorthCrest Asset Manangement position in Q2 2026.
W.R. Berkley made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #510 holding.
124 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.