Salomon & Ludwin
WRB icon

Salomon & Ludwin’s W.R. Berkley WRB Stock Holding History

Salomon & Ludwin’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 		$4.26K Sell
63
-7
-10% -$494 ﹤0.01% 1512
2026
Q2 		$4.95K Hold
70
– – ﹤0.01% 1827
2026
Q1 		$4.62K Sell
70
-96
-58% -$6.61K ﹤0.01% 1784
2025
Q4 		$11.7K Hold
166
– – ﹤0.01% 1335
2025
Q3 		$12.8K Buy
+166
New +$11.8K ﹤0.01% 1131

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Salomon & Ludwin's WRB Position: Q3 2026 in Review

Salomon & Ludwin reduced its W.R. Berkley (WRB) stake by 10% in Q3 2026, selling an estimated $494 and leaving 63 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Salomon & Ludwin first reported a position in WRB in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.8K in Q3 2025. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Salomon & Ludwin held 63 shares of W.R. Berkley worth $4.26K as of Q3 2026.
  • Salomon & Ludwin sold 7 W.R. Berkley shares in Q3 2026, an estimated $494.
  • W.R. Berkley made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1512 holding.
  • Salomon & Ludwin first reported a position in W.R. Berkley in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's W.R. Berkley position peaked at $12.8K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.