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

Aprio 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 		$732K Sell
10,385
-52
-0.5% -$3.48K 0.04% 294
2026
Q1 		$692K Sell
10,437
-198
-2% -$13.6K 0.04% 271
2025
Q4 		$746K Buy
+10,635
New +$784K 0.04% 243

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

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

Aprio Wealth Management reduced its W.R. Berkley (WRB) stake by 0.5% in Q2 2026, selling an estimated $3.48K and leaving 10,385 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #294.

Aprio Wealth Management first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $746K in Q4 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aprio Wealth Management held 10,385 shares of W.R. Berkley worth $732K as of Q2 2026.
  • Aprio Wealth Management sold 52 W.R. Berkley shares in Q2 2026, an estimated $3.48K.
  • W.R. Berkley made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Aprio Wealth Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's W.R. Berkley position peaked at $746K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.