Sowell Financial Services
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Sowell Financial Services’s W.R. Berkley WRB Stock Holding History

Sowell Financial Services’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 		$229K Sell
3,384
-59
-2% -$4.16K 0.01% 1006
2026
Q2 		$243K Buy
3,443
+98
+3% +$6.57K 0.01% 972
2026
Q1 		$222K Sell
3,345
-55
-2% -$3.79K 0.01% 987
2025
Q4 		$238K Buy
3,400
+83
+3% +$6.12K 0.01% 933
2025
Q3 		$254K Sell
3,317
-529
-14% -$37.7K 0.01% 884
2025
Q2 		$283K Sell
3,846
-156
-4% -$11.2K 0.01% 809
2025
Q1 		$285K Buy
+4,002
New +$245K 0.01% 785
2021
Q2 		– Sell
-6,523
Closed -$234K – 2751
2021
Q1 		$234K Sell
6,523
-1,822
-22% -$56.2K 0.01% 966
2020
Q4 		$246K Buy
8,345
+603
+8% +$17.4K 0.01% 767
2020
Q3 		$210K Sell
7,742
-502
-6% -$13.8K 0.01% 710
2020
Q2 		$210K Sell
8,244
-378
-4% -$9.27K 0.01% 704
2020
Q1 		$200K Buy
8,622
+715
+9% +$21.3K 0.01% 649
2019
Q4 		$243K Buy
7,907
+1,643
+26% +$50.7K 0.02% 651
2019
Q3 		$201K Buy
+6,264
New +$196K 0.02% 642

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
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
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sowell Financial Services's WRB Position: Q3 2026 in Review

Sowell Financial Services reduced its W.R. Berkley (WRB) stake by 1.7% in Q3 2026, selling an estimated $4.16K and leaving 3,384 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1006.

Sowell Financial Services first reported a position in WRB in Q3 2019 and has held it in 14 quarters since. The position peaked at $285K in Q1 2025. 209 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Sowell Financial Services held 3,384 shares of W.R. Berkley worth $229K as of Q3 2026.
  • Sowell Financial Services sold 59 W.R. Berkley shares in Q3 2026, an estimated $4.16K.
  • W.R. Berkley made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1006 holding.
  • Sowell Financial Services first reported a position in W.R. Berkley in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's W.R. Berkley position peaked at $285K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.