TFC Financial Management’s W.R. Berkley WRB Stock Holding History

TFC Financial 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	$203	Hold	3	–	–	﹤0.01%	837
2026 Q2	$212	Buy	3 +2	+200%	+$134	﹤0.01%	838
2026 Q1	$67	Hold	1	–	–	﹤0.01%	922
2025 Q4	$71	Hold	1	–	–	﹤0.01%	899
2025 Q3	$77	Hold	1	–	–	﹤0.01%	933
2025 Q2	$74	Buy	+1	New	+$72	﹤0.01%	925
2024 Q2	–	Sell	-2	Closed	-$89	–	1112
2024 Q1	$89	Buy	+2	New	+$108	﹤0.01%	846
2023 Q2	–	Sell	-288	Closed	-$12K	–	768
2023 Q1	$12K	Buy	288 +9	+3%	+$403	﹤0.01%	362
2022 Q4	$13.5K	Hold	279	–	–	﹤0.01%	283
2022 Q3	$12K	Hold	279	–	–	﹤0.01%	303
2022 Q2	$13K	Hold	279	–	–	﹤0.01%	291
2022 Q1	$12K	Hold	279	–	–	﹤0.01%	304
2021 Q4	$10K	Hold	279	–	–	﹤0.01%	341
2021 Q3	$9K	Hold	279	–	–	﹤0.01%	346
2021 Q2	$9K	Hold	279	–	–	﹤0.01%	331
2021 Q1	$9K	Hold	279	–	–	﹤0.01%	318
2020 Q4	$8K	Hold	279	–	–	﹤0.01%	332
2020 Q3	$8K	Buy	+279	New	+$7.65K	﹤0.01%	315

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TFC Financial Management's WRB Position: Q3 2026 in Review

TFC Financial Management held its W.R. Berkley (WRB) position steady in Q3 2026 at 3 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #837.

TFC Financial Management first reported a position in WRB in Q3 2020 and has held it in 18 quarters since. The position peaked at $13.5K in Q4 2022. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

TFC Financial Management held 3 shares of W.R. Berkley worth $203 as of Q3 2026.
TFC Financial Management left its W.R. Berkley share count unchanged in Q3 2026.
W.R. Berkley made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #837 holding.
TFC Financial Management first reported a position in W.R. Berkley in Q3 2020 and has held it in 18 quarters since.
TFC Financial Management's W.R. Berkley position peaked at $13.5K in Q4 2022.
583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

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