Tealwood Asset Management’s W.R. Berkley WRB Stock Holding History

Tealwood Asset 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 Q2	$2.76M	Buy	39,084 +683	+2%	+$45.8K	1.06%	32
2026 Q1	$2.54M	Sell	38,401 -218	-0.6%	-$15K	1.16%	23
2025 Q4	$2.71M	Buy	38,619 +113	+0.3%	+$8.33K	1.22%	17
2025 Q3	$2.95M	Sell	38,506 -1,240	-3%	-$88.3K	1.19%	17
2025 Q2	$2.92M	Sell	39,746 -1,189	-3%	-$85.2K	1.3%	10
2025 Q1	$2.91M	Sell	40,935 -107	-0.3%	-$6.56K	1.35%	7
2024 Q4	$2.4M	Buy	41,042 +585	+1%	+$35K	0.99%	34
2024 Q3	$2.29M	Sell	40,457 -603	-1%	-$33.9K	1%	34
2024 Q2	$2.15M	Sell	41,060 -129	-0.3%	-$6.91K	1.3%	31
2024 Q1	$2.43M	Buy	+41,189	New	+$2.23M	1.09%	20

Other funds holding WRB

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

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

Wealth Enhancement Advisory Services

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

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

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return