WA
WRB icon

Westfuller Advisors’s W.R. Berkley WRB Stock Holding History

Westfuller 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
Q2 		$3.73K Hold
52
– – ﹤0.01% 611
2026
Q1 		$3.47K Sell
52
-1
-2% -$69 ﹤0.01% 581
2025
Q4 		$3.74K Sell
53
-1
-2% -$74 ﹤0.01% 603
2025
Q3 		$4.11K Buy
+54
New +$3.85K ﹤0.01% 560

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Westfuller Advisors's WRB Position: Q2 2026 in Review

Westfuller Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 52 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Westfuller Advisors first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.11K in Q3 2025. 371 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Westfuller Advisors held 52 shares of W.R. Berkley worth $3.73K as of Q2 2026.
  • Westfuller Advisors left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #611 holding.
  • Westfuller Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's W.R. Berkley position peaked at $4.11K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.