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Allied Private Wealth’s W.R. Berkley WRB Stock Holding History

Allied Private Wealth’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 		$28.6K Buy
+401
New +$26.9K 0.02% 328

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

Allied Private Wealth's WRB Position: Q2 2026 in Review

Allied Private Wealth opened a new position in W.R. Berkley (WRB) in Q2 2026: 401 shares worth $28.6K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings.

949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Allied Private Wealth held 401 shares of W.R. Berkley worth $28.6K as of Q2 2026.
  • W.R. Berkley was a new Allied Private Wealth position in Q2 2026.
  • W.R. Berkley made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #328 holding.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.