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 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

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFC Financial Management's WRB Position: Q2 2026 in Review

TFC Financial Management increased its W.R. Berkley (WRB) stake by 200% in Q2 2026, buying an estimated $134 and bringing the position to 3 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #838.

TFC Financial Management first reported a position in WRB in Q3 2020 and has held it in 17 quarters since. The position peaked at $13.5K in Q4 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

TFC Financial Management held 3 shares of W.R. Berkley worth $212 as of Q2 2026.
TFC Financial Management bought 2 W.R. Berkley shares in Q2 2026, an estimated $134.
W.R. Berkley made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #838 holding.
TFC Financial Management first reported a position in W.R. Berkley in Q3 2020 and has held it in 17 quarters since.
TFC Financial Management's W.R. Berkley position peaked at $13.5K in Q4 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.