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Parr McKnight Wealth Management Group’s W.R. Berkley WRB Stock Holding History

Parr McKnight Wealth Management Group’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
Q1 		– Sell
-18,112
Closed -$1.27M – 249
2025
Q4 		$1.27M Sell
18,112
-2,546
-12% -$188K 0.17% 139
2025
Q3 		$1.58M Buy
20,658
+292
+1% +$20.8K 0.21% 125
2025
Q2 		$1.5M Sell
20,366
-361
-2% -$25.9K 0.21% 131
2025
Q1 		$1.47M Buy
20,727
+989
+5% +$60.6K 0.21% 131
2024
Q4 		$1.16M Buy
+19,738
New +$1.18M 0.17% 136

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Parr McKnight Wealth Management Group's WRB Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 18,112 shares — an estimated $1.27M sold.

Parr McKnight Wealth Management Group first reported a position in WRB in Q4 2024 and held it in 5 quarters. The position peaked at $1.58M in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Parr McKnight Wealth Management Group reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 18,112 W.R. Berkley shares in Q1 2026, an estimated $1.27M.
  • Parr McKnight Wealth Management Group first reported a position in W.R. Berkley in Q4 2024 and held it in 5 quarters.
  • Parr McKnight Wealth Management Group's W.R. Berkley position peaked at $1.58M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.