Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

WRB holding history

Berkley W R Corp in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overview All 13F holders of WRB Full Q2 2025 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of WRB by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−7,168−100.0%	Sold out	Holders
Q1 2023	7,168	$446.3K	<0.1%	−560−7.2%	Reduced	Holders
Q4 2022	7,728	$560.8K	<0.1%	+1,600+26.1%	Added	Holders
Q3 2022	6,128	$396.2K	<0.1%	+6,128	New	Holders