Armstrong Advisory Group’s W.R. Berkley WRB Stock Holding History

Armstrong Advisory Group’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	$24K	Sell	340 -65	-16%	-$4.36K	﹤0.01%	559
2026 Q1	$26.9K	Buy	405 +8	+2%	+$551	﹤0.01%	508
2025 Q4	$27.8K	Sell	397 -65	-14%	-$4.79K	﹤0.01%	497
2025 Q3	$35.4K	Sell	462 -38	-8%	-$2.71K	﹤0.01%	460
2025 Q2	$36.8K	Sell	500 -119	-19%	-$8.53K	﹤0.01%	435
2025 Q1	$36.2K	Hold	619	–	–	﹤0.01%	414
2024 Q4	$36.2K	Hold	619	–	–	﹤0.01%	414
2024 Q3	$35.1K	Buy	619 +4	+0.7%	+$225	﹤0.01%	417
2024 Q2	$32.2K	Buy	615 +313	+104%	+$16.8K	﹤0.01%	414
2024 Q1	$14.2K	Hold	302	–	–	﹤0.01%	528
2023 Q4	$14.2K	Buy	302 +2	+0.7%	+$91	﹤0.01%	528
2023 Q3	$12.7K	Hold	300	–	–	﹤0.01%	562
2023 Q2	$11.9K	Buy	+300	New	+$11.8K	﹤0.01%	554

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Armstrong Advisory Group's WRB Position: Q2 2026 in Review

Armstrong Advisory Group reduced its W.R. Berkley (WRB) stake by 16% in Q2 2026, selling an estimated $4.36K and leaving 340 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Armstrong Advisory Group first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.8K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Armstrong Advisory Group held 340 shares of W.R. Berkley worth $24K as of Q2 2026.
Armstrong Advisory Group sold 65 W.R. Berkley shares in Q2 2026, an estimated $4.36K.
W.R. Berkley made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #559 holding.
Armstrong Advisory Group first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
Armstrong Advisory Group's W.R. Berkley position peaked at $36.8K in Q2 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.