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

Apollon 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	$522K	Sell	7,399 -2,199	-23%	-$147K	0.01%	997
2026 Q1	$636K	Sell	9,598 -4,696	-33%	-$323K	0.01%	768
2025 Q4	$1M	Buy	14,294 +1,451	+11%	+$107K	0.02%	566
2025 Q3	$984K	Buy	12,843 +7,276	+131%	+$518K	0.02%	571
2025 Q2	$409K	Buy	5,567 +788	+16%	+$56.5K	0.01%	879
2025 Q1	$340K	Buy	4,779 +640	+15%	+$39.2K	0.01%	907
2024 Q4	$242K	Buy	4,139 +54	+1%	+$3.23K	0.01%	1028
2024 Q3	$232K	Buy	4,085 +23	+0.6%	+$1.29K	0.01%	1015
2024 Q2	$213K	Buy	+4,062	New	+$218K	0.01%	1003
2020 Q3	–	Sell	-81	Closed	-$2K	–	687
2020 Q2	$2K	Buy	+81	New	+$1.99K	﹤0.01%	656

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Apollon Wealth Management reduced its W.R. Berkley (WRB) stake by 23% in Q2 2026, selling an estimated $147K and leaving 7,399 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #997.

Apollon Wealth Management first reported a position in WRB in Q2 2020 and has held it in 10 quarters since. The position peaked at $1M in Q4 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Apollon Wealth Management held 7,399 shares of W.R. Berkley worth $522K as of Q2 2026.
Apollon Wealth Management sold 2,199 W.R. Berkley shares in Q2 2026, an estimated $147K.
W.R. Berkley made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #997 holding.
Apollon Wealth Management first reported a position in W.R. Berkley in Q2 2020 and has held it in 10 quarters since.
Apollon Wealth Management's W.R. Berkley position peaked at $1M in Q4 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.