Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
WRB holding history
Berkley W R Corp in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WRB overviewAll 13F holders of WRBFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q1 2026 | 3 | $171 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3 | $181 | <0.1% | +3 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −75−100.0% | Sold out | Holders |
| Q4 2023 | 75 | $5.30K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 75 | $4.76K | <0.1% | −12−13.8% | Reduced | Holders |
| Q2 2023 | 87 | $5.18K | <0.1% | +12+16.0% | Added | Holders |
| Q1 2023 | 75 | $4.67K | <0.1% | +75 | New | Holders |