TWM
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
Q2 		$428K Buy
6,072
+22
+0.4% +$1.47K 0.06% 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% -$1.97K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
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
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return