Root Financial Partners
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Root Financial Partners’s W.R. Berkley WRB Stock Holding History

Root Financial Partners’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 		$94.7K Buy
+1,402
New +$98.9K ﹤0.01% 759
2026
Q2 		– Sell
-825
Closed -$54.7K – 3188
2026
Q1 		$54.7K Buy
825
+33
+4% +$2.27K ﹤0.01% 839
2025
Q4 		$55.5K Buy
792
+12
+2% +$884 ﹤0.01% 667
2025
Q3 		$59.8K Buy
+780
New +$55.5K ﹤0.01% 612

Other funds holding WRB

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Root Financial Partners's WRB Position: Q3 2026 in Review

Root Financial Partners opened a new position in W.R. Berkley (WRB) in Q3 2026: 1,402 shares worth $94.7K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WRB as recently as Q1 2026.

Root Financial Partners first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Root Financial Partners held 1,402 shares of W.R. Berkley worth $94.7K as of Q3 2026.
  • W.R. Berkley was a new Root Financial Partners position in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #759 holding.
  • Root Financial Partners first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.