SRH Advisors’s W.R. Berkley WRB Stock Holding History

SRH Advisors’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 Q2	$11.5K	Hold	163	–	–	﹤0.01%	212
2026 Q1	$10.8K	Hold	163	–	–	﹤0.01%	212
2025 Q4	$11.4K	Hold	163	–	–	﹤0.01%	209
2025 Q3	$12.5K	Hold	163	–	–	﹤0.01%	198
2025 Q2	$12K	Hold	163	–	–	﹤0.01%	199
2025 Q1	$11.6K	Hold	163	–	–	﹤0.01%	203
2024 Q4	$9.54K	Hold	163	–	–	﹤0.01%	216
2024 Q3	$9.25K	Sell	163 -1	-0.6%	-$56	﹤0.01%	221
2024 Q2	$8.56K	Hold	164	–	–	﹤0.01%	225
2024 Q1	$9.64K	Hold	164	–	–	﹤0.01%	224
2023 Q4	$7.71K	Hold	164	–	–	﹤0.01%	232
2023 Q3	$6.92K	Hold	164	–	–	﹤0.01%	221
2023 Q2	$6.79K	Hold	164	–	–	﹤0.01%	221
2023 Q1	$7K	Hold	164	–	–	﹤0.01%	226
2022 Q4	$8K	Hold	164	–	–	﹤0.01%	218
2022 Q3	$7K	Hold	164	–	–	0.01%	234
2022 Q2	$7K	Hold	164	–	–	0.01%	229
2022 Q1	$7K	Hold	164	–	–	0.01%	242
2021 Q4	$6K	Hold	164	–	–	0.01%	258
2021 Q3	$5K	Hold	164	–	–	0.01%	262
2021 Q2	$5K	Hold	164	–	–	0.01%	265
2021 Q1	$6K	Hold	164	–	–	0.01%	243
2020 Q4	$5K	Hold	164	–	–	0.01%	248
2020 Q3	$4K	Hold	164	–	–	0.01%	249
2020 Q2	$4K	Hold	164	–	–	0.01%	226
2020 Q1	$4K	Hold	164	–	–	0.01%	210
2019 Q4	$5K	Hold	164	–	–	0.02%	205
2019 Q3	$5K	Hold	164	–	–	0.02%	200
2019 Q2	$5K	Sell	164 -1	-0.6%	-$27	0.02%	207
2019 Q1	$4K	Hold	165	–	–	0.01%	209
2018 Q4	$4K	Hold	165	–	–	0.02%	208
2018 Q3	$4K	Hold	165	–	–	0.01%	231
2018 Q2	$4K	Hold	165	–	–	0.02%	219
2018 Q1	$4K	Hold	165	–	–	0.02%	188
2017 Q4	$4K	Hold	165	–	–	0.02%	182
2017 Q3	$3K	Hold	165	–	–	0.01%	199
2017 Q2	$3K	Hold	165	–	–	0.01%	171
2017 Q1	$3K	Hold	165	–	–	0.01%	171
2016 Q4	$3K	Hold	165	–	–	0.01%	167
2016 Q3	$3K	Hold	165	–	–	0.02%	163
2016 Q2	$3K	Hold	165	–	–	0.02%	162
2016 Q1	$3K	Hold	165	–	–	0.02%	160
2015 Q4	$3K	Hold	165	–	–	0.02%	159
2015 Q3	$3K	Hold	165	–	–	0.02%	163
2015 Q2	$3K	Hold	165	–	–	0.02%	160
2015 Q1	$2K	Hold	165	–	–	0.01%	202
2014 Q4	$3K	Hold	165	–	–	0.02%	146
2014 Q3	$2K	Buy	+165	New	+$2.29K	0.02%	184

Other funds holding WRB

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

SRH Advisors's WRB Position: Q2 2026 in Review

SRH Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 163 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

SRH Advisors first reported a position in WRB in Q3 2014 and has held it in 48 quarters since. The position peaked at $12.5K in Q3 2025. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

SRH Advisors held 163 shares of W.R. Berkley worth $11.5K as of Q2 2026.
SRH Advisors left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #212 holding.
SRH Advisors first reported a position in W.R. Berkley in Q3 2014 and has held it in 48 quarters since.
SRH Advisors's W.R. Berkley position peaked at $12.5K in Q3 2025.
374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.