Wealth Quarterback
WRB icon

Wealth Quarterback’s W.R. Berkley WRB Stock Holding History

Wealth Quarterback’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 		$519K Buy
7,690
+1,152
+18% +$81.3K 0.16% 90
2026
Q2 		$461K Buy
6,538
+385
+6% +$25.8K 0.14% 100
2026
Q1 		$408K Buy
6,153
+148
+2% +$10.2K 0.16% 99
2025
Q4 		$421K Buy
6,005
+136
+2% +$10K 0.15% 106
2025
Q3 		$450K Sell
5,869
-302
-5% -$21.5K 0.17% 97
2025
Q2 		$453K Sell
6,171
-3,888
-39% -$279K 0.21% 89
2025
Q1 		$716K Sell
10,059
-209
-2% -$12.8K 0.4% 60
2024
Q4 		$601K Sell
10,268
-982
-9% -$58.8K 0.28% 62
2024
Q3 		$638K Sell
11,250
-519
-4% -$29.1K 0.33% 63
2024
Q2 		$617K Sell
11,769
-1,176
-9% -$63K 0.35% 60
2024
Q1 		$763K Sell
12,945
-1,794
-12% -$97K 0.43% 53
2023
Q4 		$695K Sell
14,739
-897
-6% -$40.9K 0.42% 54
2023
Q3 		$662K Buy
15,636
+354
+2% +$14.7K 0.57% 44
2023
Q2 		$607K Sell
15,282
-411
-3% -$16.2K 0.42% 48
2023
Q1 		$651K Sell
15,693
-162
-1% -$7.25K 0.55% 41
2022
Q4 		$767K Buy
15,855
+100
+0.6% +$4.82K 0.64% 34
2022
Q3 		$678K Sell
15,755
-5,683
-27% -$247K 0.72% 38
2022
Q2 		$976K Buy
+21,438
New +$975K 0.76% 25
2021
Q3 		$656K Sell
20,162
-504
-2% -$16.6K 0.44% 52
2021
Q2 		$684K Buy
+20,666
New +$715K 0.42% 57
2020
Q4 		$359K Sell
12,173
-9,994
-45% -$288K 0.3% 75
2020
Q3 		$564K Hold
22,167
– – 0.52% 54
2020
Q2 		$564K Buy
22,167
+18,745
+548% +$460K 0.52% 54
2020
Q1 		$165K Buy
+3,422
New +$102K 0.15% 118

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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 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

Wealth Quarterback's WRB Position: Q3 2026 in Review

Wealth Quarterback increased its W.R. Berkley (WRB) stake by 18% in Q3 2026, buying an estimated $81.3K and bringing the position to 7,690 shares worth $519K. The position accounts for 0.16% of the portfolio, ranked #90.

Wealth Quarterback first reported a position in WRB in Q1 2020 and has held it in 24 quarters since. The position peaked at $976K in Q2 2022. 224 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Wealth Quarterback held 7,690 shares of W.R. Berkley worth $519K as of Q3 2026.
  • Wealth Quarterback bought 1,152 W.R. Berkley shares in Q3 2026, an estimated $81.3K.
  • W.R. Berkley made up 0.16% of Wealth Quarterback's portfolio in Q3 2026, its #90 holding.
  • Wealth Quarterback first reported a position in W.R. Berkley in Q1 2020 and has held it in 24 quarters since.
  • Wealth Quarterback's W.R. Berkley position peaked at $976K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.