Physician Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Physician Wealth Advisors’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	$36.5K	Buy	518 +96	+23%	+$6.43K	﹤0.01%	507
2026 Q1	$28K	Buy	422 +24	+6%	+$1.65K	﹤0.01%	542
2025 Q4	$27.9K	Sell	398 -125	-24%	-$9.21K	﹤0.01%	506
2025 Q3	$40.1K	Buy	523 +150	+40%	+$10.7K	0.01%	410
2025 Q2	$27.4K	Hold	373	–	–	﹤0.01%	460
2025 Q1	$26.5K	Hold	373	–	–	﹤0.01%	440
2024 Q4	$21.8K	Buy	+373	New	+$22.3K	﹤0.01%	489

Other funds holding WRB

CIM

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

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Physician Wealth Advisors's WRB Position: Q2 2026 in Review

Physician Wealth Advisors increased its W.R. Berkley (WRB) stake by 23% in Q2 2026, buying an estimated $6.43K and bringing the position to 518 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Physician Wealth Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.1K in Q3 2025. 394 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Physician Wealth Advisors held 518 shares of W.R. Berkley worth $36.5K as of Q2 2026.
Physician Wealth Advisors bought 96 W.R. Berkley shares in Q2 2026, an estimated $6.43K.
W.R. Berkley made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #507 holding.
Physician Wealth Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's W.R. Berkley position peaked at $40.1K in Q3 2025.
394 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.