SW
WRB icon

SteelPeak Wealth’s W.R. Berkley WRB Stock Holding History

SteelPeak Wealth’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 		– Sell
-52,609
Closed -$3.49M – 706
2026
Q1 		$3.49M Sell
52,609
-2,058
-4% -$142K 0.11% 150
2025
Q4 		$3.83M Buy
54,667
+12,356
+29% +$911K 0.13% 126
2025
Q3 		$3.24M Buy
42,311
+8,247
+24% +$587K 0.11% 139
2025
Q2 		$2.5M Buy
+34,064
New +$2.44M 0.1% 166
2024
Q4 		– Sell
-36,864
Closed -$2.09M – 642
2024
Q3 		$2.09M Sell
36,864
-530
-1% -$29.8K 0.09% 169
2024
Q2 		$1.96M Buy
+37,394
New +$2M 0.09% 167
2023
Q3 		– Sell
-48,284
Closed -$1.92M – 521
2023
Q2 		$1.92M Buy
48,284
+9,434
+24% +$371K 0.11% 119
2023
Q1 		$1.61M Buy
+38,850
New +$1.74M 0.11% 135

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return