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ABLE Financial Group’s W.R. Berkley WRB Stock Holding History

ABLE Financial Group’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 		$239K Hold
3,391
– – 0.04% 203
2026
Q1 		$225K Hold
3,391
– – 0.04% 193
2025
Q4 		$238K Hold
3,391
– – 0.05% 189
2025
Q3 		$260K Sell
3,391
-408
-11% -$29K 0.06% 174
2025
Q2 		$279K Sell
3,799
-20
-0.5% -$1.43K 0.07% 169
2025
Q1 		$272K Buy
3,819
+20
+0.5% +$1.23K 0.08% 158
2024
Q4 		$222K Hold
3,799
– – 0.07% 180
2024
Q3 		$216K Buy
+3,799
New +$213K 0.07% 179
2024
Q2 		– Sell
-3,800
Closed -$224K – 186
2024
Q1 		$224K Buy
+3,800
New +$206K 0.09% 149

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

ABLE Financial Group's WRB Position: Q2 2026 in Review

ABLE Financial Group held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,391 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #203.

ABLE Financial Group first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $279K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • ABLE Financial Group held 3,391 shares of W.R. Berkley worth $239K as of Q2 2026.
  • ABLE Financial Group left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.04% of ABLE Financial Group's portfolio in Q2 2026, its #203 holding.
  • ABLE Financial Group first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
  • ABLE Financial Group's W.R. Berkley position peaked at $279K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.