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

Angeles 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 		$326K Buy
+4,562
New +$306K 0.01% 370
2025
Q4 		– Sell
-2,666
Closed -$204K – 497
2025
Q3 		$204K Buy
+2,666
New +$190K 0.01% 332

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

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

Angeles Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 4,562 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in WRB as recently as Q3 2025.

Angeles Wealth Management first reported a position in WRB in Q3 2025 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Angeles Wealth Management held 4,562 shares of W.R. Berkley worth $326K as of Q2 2026.
  • W.R. Berkley was a new Angeles Wealth Management position in Q2 2026.
  • W.R. Berkley made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Angeles Wealth Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.