RAFFA WEALTH MANAGEMENT, LLC’s W.R. Berkley WRB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6K	Buy	85 +1	+1%	+$67	﹤0.01%	551
2026 Q1	$5.57K	Buy	84 +3	+4%	+$207	﹤0.01%	506
2025 Q4	$5.68K	Hold	81	–	–	﹤0.01%	498
2025 Q3	$6.21K	Hold	81	–	–	﹤0.01%	448
2025 Q2	$5.95K	Hold	81	–	–	﹤0.01%	477
2025 Q1	$5.76K	Hold	81	–	–	﹤0.01%	410
2024 Q4	$4.74K	Buy	81 +45	+125%	+$2.69K	﹤0.01%	452
2024 Q3	$2.04K	Hold	36	–	–	﹤0.01%	636
2024 Q2	$1.89K	Hold	36	–	–	﹤0.01%	737
2024 Q1	$2.12K	Sell	36 -18	-33%	-$974	﹤0.01%	692
2023 Q4	$2.55K	Hold	54	–	–	﹤0.01%	544
2023 Q3	$2.29K	Hold	54	–	–	﹤0.01%	546
2023 Q2	$2.14K	Hold	54	–	–	﹤0.01%	583
2023 Q1	$2.24K	Hold	54	–	–	﹤0.01%	573
2022 Q4	$2.61K	Hold	54	–	–	﹤0.01%	526
2022 Q3	$2.33K	Hold	54	–	–	﹤0.01%	552
2022 Q2	$2.46K	Hold	54	–	–	﹤0.01%	557
2022 Q1	$2.4K	Hold	54	–	–	﹤0.01%	594
2021 Q4	$1.98K	Hold	54	–	–	﹤0.01%	663
2021 Q3	$1.76K	Hold	54	–	–	﹤0.01%	656
2021 Q2	$1.79K	Hold	54	–	–	﹤0.01%	656
2021 Q1	$1.81K	Hold	54	–	–	﹤0.01%	671
2020 Q4	$1.59K	Hold	54	–	–	﹤0.01%	611
2020 Q3	$1.47K	Hold	54	–	–	﹤0.01%	566
2020 Q2	$1.38K	Hold	54	–	–	﹤0.01%	570
2020 Q1	$1.25K	Hold	54	–	–	﹤0.01%	524
2019 Q4	$1.66K	Hold	54	–	–	﹤0.01%	442
2019 Q3	$1.73K	Buy	+54	New	+$1.69K	﹤0.01%	425
2019 Q2	–	Sell	-54	Closed	-$1.36K	–	1408
2019 Q1	$1.36K	Hold	54	–	–	﹤0.01%	453
2018 Q4	$1.18K	Hold	54	–	–	﹤0.01%	470
2018 Q3	$1.28K	Hold	54	–	–	﹤0.01%	496
2018 Q2	$1.16K	Hold	54	–	–	﹤0.01%	515
2018 Q1	$1.16K	Buy	+54	New	+$1.13K	﹤0.01%	481

Other funds holding WRB

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WRB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, buying an estimated $67 and bringing the position to 85 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WRB in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.21K in Q3 2025. 292 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 85 shares of W.R. Berkley worth $6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
W.R. Berkley made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #551 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in W.R. Berkley in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's W.R. Berkley position peaked at $6.21K in Q3 2025.
292 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.