Thrive Wealth Management
WRB icon

Thrive Wealth Management’s W.R. Berkley WRB Stock Holding History

Thrive Wealth 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 		$415K Buy
6,148
+76
+1% +$5.36K 0.05% 154
2026
Q2 		$428K Buy
6,072
+22
+0.4% +$1.47K 0.05% 152
2026
Q1 		$401K Sell
6,050
-420
-6% -$28.9K 0.06% 140
2025
Q4 		$454K Sell
6,470
-127
-2% -$9.36K 0.07% 138
2025
Q3 		$505K Buy
6,597
+206
+3% +$14.7K 0.08% 126
2025
Q2 		$470K Buy
6,391
+294
+5% +$21.1K 0.08% 129
2025
Q1 		$434K Buy
6,097
+784
+15% +$48K 0.08% 125
2024
Q4 		$311K Sell
5,313
-189
-3% -$11.3K 0.06% 151
2024
Q3 		$312K Sell
5,502
-35
-0.6% -$1.96K 0.06% 164
2024
Q2 		$290K Buy
5,537
+470
+9% +$25.2K 0.06% 162
2024
Q1 		$299K Buy
5,067
+306
+6% +$16.6K 0.06% 158
2023
Q4 		$224K Buy
+4,761
New +$217K 0.05% 175
2023
Q1 		– Sell
-5,478
Closed -$265K – 179
2022
Q4 		$265K Buy
5,478
+316
+6% +$15.2K 0.08% 137
2022
Q3 		$222K Buy
+5,162
New +$224K 0.08% 131

Other funds holding WRB

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Thrive Wealth Management's WRB Position: Q3 2026 in Review

Thrive Wealth Management increased its W.R. Berkley (WRB) stake by 1.3% in Q3 2026, buying an estimated $5.36K and bringing the position to 6,148 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #154.

Thrive Wealth Management first reported a position in WRB in Q3 2022 and has held it in 14 quarters since. The position peaked at $505K in Q3 2025. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Thrive Wealth Management held 6,148 shares of W.R. Berkley worth $415K as of Q3 2026.
  • Thrive Wealth Management bought 76 W.R. Berkley shares in Q3 2026, an estimated $5.36K.
  • W.R. Berkley made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Thrive Wealth Management first reported a position in W.R. Berkley in Q3 2022 and has held it in 14 quarters since.
  • Thrive Wealth Management's W.R. Berkley position peaked at $505K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.