TrueNorth Wealth & Impact, LLC’s W.R. Berkley WRB Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$359K	Buy	+5,324	New	+$376K	0.14%	116

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's WRB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in W.R. Berkley (WRB) in Q3 2026: 5,324 shares worth $359K. The stake represents 0.14% of the portfolio and ranks #116 among its holdings.

806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 5,324 shares of W.R. Berkley worth $359K as of Q3 2026.
W.R. Berkley was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
W.R. Berkley made up 0.14% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #116 holding.
806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.