SYM Financial Corp
WRB icon

SYM Financial Corp’s W.R. Berkley WRB Stock Holding History

SYM Financial Corp’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 		$208K Buy
+3,073
New +$217K 0.02% 397

Other funds holding WRB

Geode Capital Management
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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

SYM Financial Corp's WRB Position: Q3 2026 in Review

SYM Financial Corp opened a new position in W.R. Berkley (WRB) in Q3 2026: 3,073 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • SYM Financial Corp held 3,073 shares of W.R. Berkley worth $208K as of Q3 2026.
  • W.R. Berkley was a new SYM Financial Corp position in Q3 2026.
  • W.R. Berkley made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #397 holding.
  • 488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.