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Abound Wealth Management’s W.R. Berkley WRB Stock Holding History

Abound Wealth Management’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
Closed -$171 – 1584
2026
Q1 		$171 Hold
3
– – ﹤0.01% 1287
2025
Q4 		$181 Buy
+3
New +$221 ﹤0.01% 1219
2024
Q1 		– Sell
-113
Closed -$5.3K – 1409
2023
Q4 		$5.3K Hold
113
– – ﹤0.01% 487
2023
Q3 		$4.76K Sell
113
-18
-14% -$746 ﹤0.01% 473
2023
Q2 		$5.18K Buy
131
+18
+16% +$708 ﹤0.01% 474
2023
Q1 		$4.67K Buy
+113
New +$5.05K ﹤0.01% 421

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

Abound Wealth Management's WRB Position: Q2 2026 in Review

Abound Wealth Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3 shares — an estimated $171 sold.

Abound Wealth Management first reported a position in WRB in Q1 2023 and held it in 6 quarters. The position peaked at $5.3K in Q4 2023. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Abound Wealth Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 W.R. Berkley shares in Q2 2026, an estimated $171.
  • Abound Wealth Management first reported a position in W.R. Berkley in Q1 2023 and held it in 6 quarters.
  • Abound Wealth Management's W.R. Berkley position peaked at $5.3K in Q4 2023.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.