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Valeo Financial Advisors’s W.R. Berkley WRB Stock Holding History

Valeo Financial Advisors’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 		$225K Sell
3,332
-442
-12% -$31.2K ﹤0.01% 737
2026
Q2 		$266K Buy
3,774
+161
+4% +$10.8K 0.01% 658
2026
Q1 		$239K Sell
3,613
-1,308
-27% -$90.1K 0.01% 631
2025
Q4 		$345K Buy
4,921
+133
+3% +$9.8K 0.01% 572
2025
Q3 		$367K Buy
4,788
+151
+3% +$10.8K 0.01% 541
2025
Q2 		$341K Sell
4,637
-141
-3% -$10.1K 0.01% 538
2025
Q1 		$340K Buy
4,778
+61
+1% +$3.74K 0.01% 502
2024
Q4 		$276K Sell
4,717
-5
-0.1% -$299 0.01% 572
2024
Q3 		$268K Buy
4,722
+867
+22% +$48.7K 0.01% 564
2024
Q2 		$202K Buy
+3,855
New +$206K 0.01% 610
2021
Q2 		– Sell
-173
Closed -$6K – 1841
2021
Q1 		$6K Hold
173
– – ﹤0.01% 1527
2020
Q4 		$5K Hold
173
– – ﹤0.01% 1382
2020
Q3 		$5K Hold
173
– – ﹤0.01% 1267
2020
Q2 		$4K Buy
+173
New +$4.24K ﹤0.01% 1632
2019
Q4 		– Sell
-97
Closed -$3K – 1734
2019
Q3 		$3K Hold
97
– – ﹤0.01% 1340
2019
Q2 		$3K Sell
97
-1
-1% -$27 ﹤0.01% 1357
2019
Q1 		$2K Buy
98
+3
+3% +$71 ﹤0.01% 1400
2018
Q4 		$2K Sell
95
-37
-28% -$832 ﹤0.01% 1329
2018
Q3 		$3K Sell
132
-71
-35% -$1.61K ﹤0.01% 1386
2018
Q2 		$5K Sell
203
-320
-61% -$7.12K ﹤0.01% 1159
2018
Q1 		$11K Buy
523
+324
+163% +$6.76K ﹤0.01% 911
2017
Q4 		$4K Buy
199
+7
+4% +$143 ﹤0.01% 1086
2017
Q3 		$4K Buy
+192
New +$3.84K ﹤0.01% 929

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Valeo Financial Advisors's WRB Position: Q3 2026 in Review

Valeo Financial Advisors reduced its W.R. Berkley (WRB) stake by 12% in Q3 2026, selling an estimated $31.2K and leaving 3,332 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Valeo Financial Advisors first reported a position in WRB in Q3 2017 and has held it in 23 quarters since. The position peaked at $367K in Q3 2025. 20 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Valeo Financial Advisors held 3,332 shares of W.R. Berkley worth $225K as of Q3 2026.
  • Valeo Financial Advisors sold 442 W.R. Berkley shares in Q3 2026, an estimated $31.2K.
  • W.R. Berkley made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #737 holding.
  • Valeo Financial Advisors first reported a position in W.R. Berkley in Q3 2017 and has held it in 23 quarters since.
  • Valeo Financial Advisors's W.R. Berkley position peaked at $367K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.