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Patton Fund Management’s W.R. Berkley WRB Stock Holding History

Patton Fund 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
2026
Q2 		– Sell
-3,396
Closed -$225K – 471
2026
Q1 		$225K Buy
3,396
+303
+10% +$20.9K 0.04% 407
2025
Q4 		$217K Sell
3,093
-61,963
-95% -$4.57M 0.03% 412
2025
Q3 		$4.98M Buy
65,056
+40,461
+165% +$2.88M 0.9% 15
2025
Q2 		$1.81M Sell
24,595
-16,535
-40% -$1.19M 0.4% 70
2025
Q1 		$2.93M Sell
41,130
-12,211
-23% -$748K 0.71% 64
2024
Q4 		$3.12M Sell
53,341
-9,353
-15% -$560K 0.61% 70
2024
Q3 		$3.56M Buy
+62,694
New +$3.52M 0.73% 67
2023
Q2 		– Sell
-32,807
Closed -$1.36M – 108
2023
Q1 		$1.36M Sell
32,807
-21,384
-39% -$957K 0.39% 64
2022
Q4 		$2.62M Buy
+54,191
New +$2.61M 0.77% 37

Other funds holding WRB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
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
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's WRB Position: Q2 2026 in Review

Patton Fund Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,396 shares — an estimated $225K sold.

Patton Fund Management first reported a position in WRB in Q4 2022 and held it in 9 quarters. The position peaked at $4.98M in Q3 2025. 166 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Patton Fund Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 3,396 W.R. Berkley shares in Q2 2026, an estimated $225K.
  • Patton Fund Management first reported a position in W.R. Berkley in Q4 2022 and held it in 9 quarters.
  • Patton Fund Management's W.R. Berkley position peaked at $4.98M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.