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NVWM LLC’s W.R. Berkley WRB Stock Holding History

NVWM LLC’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 		$338 Hold
5
– – ﹤0.01% 736
2026
Q2 		$353 Buy
+5
New +$335 ﹤0.01% 713
2026
Q1 		– Sell
-5
Closed -$351 – 772
2025
Q4 		$351 Buy
+5
New +$368 ﹤0.01% 679

Other funds holding WRB

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NVWM LLC's WRB Position: Q3 2026 in Review

NVWM LLC held its W.R. Berkley (WRB) position steady in Q3 2026 at 5 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #736.

NVWM LLC first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $353 in Q2 2026. 115 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • NVWM LLC held 5 shares of W.R. Berkley worth $338 as of Q3 2026.
  • NVWM LLC left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #736 holding.
  • NVWM LLC first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • NVWM LLC's W.R. Berkley position peaked at $353 in Q2 2026.
  • 115 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.