James T. Borello RIA
WRB icon

James T. Borello RIA’s W.R. Berkley WRB Stock Holding History

James T. Borello RIA’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 		$1.35K Sell
20
-2
-9% -$141 ﹤0.01% 969
2026
Q2 		$1.55K Buy
22
+2
+10% +$134 ﹤0.01% 982
2026
Q1 		$1.33K Sell
20
-32
-62% -$2.2K ﹤0.01% 972
2025
Q4 		$3.65K Buy
52
+5
+11% +$368 ﹤0.01% 654
2025
Q3 		$3.6K Buy
+47
New +$3.35K ﹤0.01% 570

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
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

James T. Borello RIA's WRB Position: Q3 2026 in Review

James T. Borello RIA reduced its W.R. Berkley (WRB) stake by 9.1% in Q3 2026, selling an estimated $141 and leaving 20 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

James T. Borello RIA first reported a position in WRB in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.65K in Q4 2025. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • James T. Borello RIA held 20 shares of W.R. Berkley worth $1.35K as of Q3 2026.
  • James T. Borello RIA sold 2 W.R. Berkley shares in Q3 2026, an estimated $141.
  • W.R. Berkley made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #969 holding.
  • James T. Borello RIA first reported a position in W.R. Berkley in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's W.R. Berkley position peaked at $3.65K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.