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Parkworth Wealth Management’s W.R. Berkley WRB Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$1.25K Buy
17
+8
+89% +$573 ﹤0.01% 358
2025
Q1 		$640 Hold
9
– – ﹤0.01% 357
2024
Q4 		$527 Buy
+9
New +$539 ﹤0.01% 419

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Parkworth Wealth Management's WRB Position: Q2 2025 in Review

Parkworth Wealth Management increased its W.R. Berkley (WRB) stake by 89% in Q2 2025, buying an estimated $573 and bringing the position to 17 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Parkworth Wealth Management first reported a position in WRB in Q4 2024 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Parkworth Wealth Management held 17 shares of W.R. Berkley worth $1.25K as of Q2 2025.
  • Parkworth Wealth Management bought 8 W.R. Berkley shares in Q2 2025, an estimated $573.
  • W.R. Berkley made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #358 holding.
  • Parkworth Wealth Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.