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

AE 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 		$1.44M Buy
20,353
+13,528
+198% +$906K 0.01% 778
2026
Q1 		$452K Sell
6,825
-197
-3% -$13.6K ﹤0.01% 1161
2025
Q4 		$492K Buy
7,022
+1,664
+31% +$123K ﹤0.01% 1060
2025
Q3 		$411K Sell
5,358
-850
-14% -$60.5K ﹤0.01% 1044
2025
Q2 		$456K Buy
6,208
+1,033
+20% +$74K ﹤0.01% 956
2025
Q1 		$368K Buy
5,175
+487
+10% +$29.8K ﹤0.01% 1011
2024
Q4 		$274K Buy
4,688
+359
+8% +$21.5K ﹤0.01% 1139
2024
Q3 		$246K Buy
4,329
+403
+10% +$22.6K ﹤0.01% 1102
2024
Q2 		$206K Sell
3,926
-657
-14% -$35.2K ﹤0.01% 1157
2024
Q1 		$270K Sell
4,583
-11,328
-71% -$613K ﹤0.01% 994
2023
Q4 		$864K Buy
15,911
+6,108
+62% +$278K ﹤0.01% 1209
2023
Q3 		$415K Buy
9,803
+104
+1% +$4.31K ﹤0.01% 1472
2023
Q2 		$385K Buy
9,699
+969
+11% +$38.1K ﹤0.01% 1509
2023
Q1 		$362K Sell
8,730
-3,846
-31% -$172K ﹤0.01% 1471
2022
Q4 		$608K Sell
12,576
-7,725
-38% -$373K ﹤0.01% 1199
2022
Q3 		$874K Sell
20,301
-73,469
-78% -$3.19M 0.01% 993
2022
Q2 		$4.27M Sell
93,770
-8,496
-8% -$386K 0.03% 435
2022
Q1 		$4.54M Buy
102,266
+56,238
+122% +$2.24M 0.03% 463
2021
Q4 		$1.69M Buy
46,028
+32,942
+252% +$1.17M 0.01% 753
2021
Q3 		$426K Buy
13,086
+279
+2% +$9.2K ﹤0.01% 1228
2021
Q2 		$424K Buy
12,807
+81
+0.6% +$2.8K ﹤0.01% 1207
2021
Q1 		$426K Sell
12,726
-1,013
-7% -$31.2K ﹤0.01% 1096
2020
Q4 		$406K Sell
13,739
-166
-1% -$4.79K ﹤0.01% 1035
2020
Q3 		$378K Buy
13,905
+740
+6% +$20.3K 0.01% 961
2020
Q2 		$335K Buy
+13,165
New +$323K 0.01% 990
2020
Q1 		– Sell
-8,125
Closed -$250K – 1288
2019
Q4 		$250K Buy
+8,125
New +$251K 0.01% 979

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

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

AE Wealth Management increased its W.R. Berkley (WRB) stake by 198% in Q2 2026, buying an estimated $906K and bringing the position to 20,353 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #778.

AE Wealth Management first reported a position in WRB in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.54M in Q1 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • AE Wealth Management held 20,353 shares of W.R. Berkley worth $1.44M as of Q2 2026.
  • AE Wealth Management bought 13,528 W.R. Berkley shares in Q2 2026, an estimated $906K.
  • W.R. Berkley made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #778 holding.
  • AE Wealth Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 26 quarters since.
  • AE Wealth Management's W.R. Berkley position peaked at $4.54M in Q1 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.