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Aaron Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Aaron Wealth 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 		– Sell
-3,184
Closed -$211K – 769
2026
Q1 		$211K Sell
3,184
-1,575
-33% -$108K 0.01% 662
2025
Q4 		$334K Sell
4,759
-117
-2% -$8.62K 0.02% 543
2025
Q3 		$374K Buy
4,876
+1,669
+52% +$119K 0.02% 476
2025
Q2 		$236K Buy
3,207
+177
+6% +$12.7K 0.02% 422
2025
Q1 		$216K Buy
+3,030
New +$186K 0.02% 414

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aaron Wealth Advisors's WRB Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,184 shares — an estimated $211K sold.

Aaron Wealth Advisors first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $374K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,184 W.R. Berkley shares in Q2 2026, an estimated $211K.
  • Aaron Wealth Advisors first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
  • Aaron Wealth Advisors's W.R. Berkley position peaked at $374K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.