Spire Wealth Management
WRB icon

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

Spire 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 		$501K Buy
7,565
+7,374
+3,861% +$520K 0.02% 544
2026
Q2 		$13.5K Hold
191
– – ﹤0.01% 1555
2026
Q1 		$12.7K Sell
191
-4
-2% -$275 ﹤0.01% 1558
2025
Q4 		$13.7K Sell
195
-2,881
-94% -$212K ﹤0.01% 1617
2025
Q3 		$236K Buy
3,076
+1,075
+54% +$76.5K 0.01% 738
2025
Q2 		$118K Sell
2,001
-3,046
-60% -$218K ﹤0.01% 920
2025
Q1 		$359K Buy
5,047
+132
+3% +$8.09K 0.01% 668
2024
Q4 		$288K Buy
4,915
+4,504
+1,096% +$270K 0.01% 720
2024
Q3 		$23.3K Sell
411
-68
-14% -$3.82K ﹤0.01% 1396
2024
Q2 		$25.1K Sell
479
-4
-0.8% -$214 ﹤0.01% 1362
2024
Q1 		$28.5K Buy
483
+9
+2% +$487 ﹤0.01% 1402
2023
Q4 		$23.8K Hold
474
– – ﹤0.01% 1474
2023
Q3 		$20.1K Sell
474
-519
-52% -$21.5K ﹤0.01% 1502
2023
Q2 		$39.4K Hold
993
– – ﹤0.01% 1298
2023
Q1 		$41.2K Buy
993
+840
+549% +$37.6K ﹤0.01% 1279
2022
Q4 		$7K Sell
153
-83
-35% -$4K ﹤0.01% 1755
2022
Q3 		$10K Sell
236
-267
-53% -$11.6K ﹤0.01% 1581
2022
Q2 		$23K Sell
503
-57
-10% -$2.59K ﹤0.01% 1624
2022
Q1 		$25K Sell
560
-1,940
-78% -$77.4K ﹤0.01% 1729
2021
Q4 		$92K Buy
2,500
+1,814
+264% +$64.3K ﹤0.01% 1437
2021
Q3 		$22K Buy
686
+423
+161% +$13.9K ﹤0.01% 1827
2021
Q2 		$9K Sell
263
-2,145
-89% -$74.3K ﹤0.01% 2172
2021
Q1 		$81K Buy
+2,408
New +$74.3K ﹤0.01% 1489

Other funds holding WRB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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

Spire Wealth Management's WRB Position: Q3 2026 in Review

Spire Wealth Management increased its W.R. Berkley (WRB) stake by 3,861% in Q3 2026, buying an estimated $520K and bringing the position to 7,565 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #544.

Spire Wealth Management first reported a position in WRB in Q1 2021 and has held it in 23 quarters since. 419 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Spire Wealth Management held 7,565 shares of W.R. Berkley worth $501K as of Q3 2026.
  • Spire Wealth Management bought 7,374 W.R. Berkley shares in Q3 2026, an estimated $520K.
  • W.R. Berkley made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #544 holding.
  • Spire Wealth Management first reported a position in W.R. Berkley in Q1 2021 and has held it in 23 quarters since.
  • 419 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.