True Wealth Design’s W.R. Berkley WRB Stock Holding History

True Wealth Design’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	$33.1K	Sell	490 -71	-13%	-$5.01K	0.01%	662
2026 Q2	$39.6K	Buy	561 +469	+510%	+$31.4K	0.01%	575
2026 Q1	$6.1K	Sell	92 -88	-49%	-$6.06K	﹤0.01%	1133
2025 Q4	$12.6K	Sell	180 -18	-9%	-$1.33K	﹤0.01%	775
2025 Q3	$15.2K	Buy	198 +38	+24%	+$2.7K	﹤0.01%	704
2025 Q2	$11.8K	Buy	160 +13	+9%	+$932	﹤0.01%	518
2025 Q1	$10.5K	Sell	147 -296	-67%	-$18.1K	﹤0.01%	462
2024 Q4	$25.9K	Buy	443 +31	+8%	+$1.86K	0.01%	287
2024 Q3	$23.4K	Buy	+412	New	+$23.1K	0.01%	305

Other funds holding WRB

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

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

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

True Wealth Design's WRB Position: Q3 2026 in Review

True Wealth Design reduced its W.R. Berkley (WRB) stake by 13% in Q3 2026, selling an estimated $5.01K and leaving 490 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #662.

True Wealth Design first reported a position in WRB in Q3 2024 and has held it in 9 quarters since. The position peaked at $39.6K in Q2 2026. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

True Wealth Design held 490 shares of W.R. Berkley worth $33.1K as of Q3 2026.
True Wealth Design sold 71 W.R. Berkley shares in Q3 2026, an estimated $5.01K.
W.R. Berkley made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #662 holding.
True Wealth Design first reported a position in W.R. Berkley in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's W.R. Berkley position peaked at $39.6K in Q2 2026.
195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.