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

Accurate 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	$263K	Buy	+3,644	New	+$244K	0.03%	490
2026 Q1	–	Sell	-3,173	Closed	-$217K	–	575
2025 Q4	$217K	Buy	3,173 +157	+5%	+$11.6K	0.03%	478
2025 Q3	$237K	Buy	+3,016	New	+$215K	0.03%	445
2024 Q4	–	Sell	-48,462	Closed	-$2.86M	–	406
2024 Q3	$2.86M	Sell	48,462 -24,272	-33%	-$1.36M	0.57%	46
2024 Q2	$2.62M	Buy	72,734 +24,777	+52%	+$1.33M	0.63%	47
2024 Q1	$2.63M	Buy	47,957 +1,802	+4%	+$97.5K	0.77%	39
2023 Q4	$2.24M	Buy	+46,155	New	+$2.1M	0.7%	40
2023 Q1	–	Sell	-974	Closed	-$47.6K	–	1470
2022 Q4	$47.6K	Buy	+974	New	+$47K	0.02%	466

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,644 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #490 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in WRB as recently as Q4 2025.

Accurate Wealth Management first reported a position in WRB in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.86M in Q3 2024. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Accurate Wealth Management held 3,644 shares of W.R. Berkley worth $263K as of Q2 2026.
W.R. Berkley was a new Accurate Wealth Management position in Q2 2026.
W.R. Berkley made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #490 holding.
Accurate Wealth Management first reported a position in W.R. Berkley in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's W.R. Berkley position peaked at $2.86M in Q3 2024.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.