Quaker Wealth Management
WRB icon

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

Quaker 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
2026
Q3 		$608 Hold
9
– – ﹤0.01% 677
2026
Q2 		$635 Buy
9
+1
+13% +$67 ﹤0.01% 689
2026
Q1 		$531 Sell
8
-3
-27% -$207 ﹤0.01% 685
2025
Q4 		$772 Buy
11
+3
+38% +$221 ﹤0.01% 595
2025
Q3 		$613 Hold
8
– – ﹤0.01% 556
2025
Q2 		$588 Buy
+8
New +$573 ﹤0.01% 573

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New York State Teachers Retirement System (NYSTRS)
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Nisa Investment Advisors
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Quaker Wealth Management's WRB Position: Q3 2026 in Review

Quaker Wealth Management held its W.R. Berkley (WRB) position steady in Q3 2026 at 9 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Quaker Wealth Management first reported a position in WRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $772 in Q4 2025. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Quaker Wealth Management held 9 shares of W.R. Berkley worth $608 as of Q3 2026.
  • Quaker Wealth Management left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #677 holding.
  • Quaker Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's W.R. Berkley position peaked at $772 in Q4 2025.
  • 217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.