WPC
WRB icon

Wedmont Private Capital’s W.R. Berkley WRB Stock Holding History

Wedmont Private Capital’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 		$719K Buy
9,964
+1,487
+18% +$99.6K 0.02% 439
2026
Q1 		$570K Sell
8,477
-210
-2% -$14.5K 0.02% 452
2025
Q4 		$595K Sell
8,687
-176
-2% -$13K 0.02% 410
2025
Q3 		$689K Sell
8,863
-989
-10% -$70.4K 0.03% 357
2025
Q2 		$687K Buy
9,852
+1,574
+19% +$113K 0.03% 353
2025
Q1 		$567K Buy
8,278
+240
+3% +$14.7K 0.03% 347
2024
Q4 		$456K Buy
8,038
+181
+2% +$10.8K 0.02% 412
2024
Q3 		$444K Sell
7,857
-3,453
-31% -$194K 0.03% 393
2024
Q2 		$403K Buy
11,310
+4,158
+58% +$223K 0.03% 401
2024
Q1 		$399K Buy
7,152
+205
+3% +$11.1K 0.03% 373
2023
Q4 		$336K Buy
6,947
+1,310
+23% +$59.7K 0.03% 392
2023
Q3 		$240K Buy
5,637
+349
+7% +$14.5K 0.02% 430
2023
Q2 		$208K Buy
5,288
+311
+6% +$12.2K 0.02% 463
2023
Q1 		$209K Buy
4,977
+438
+10% +$19.6K 0.03% 438
2022
Q4 		$225K Buy
+4,539
New +$219K 0.03% 404

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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 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