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

Ashton Thomas 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	$984K	Buy	13,946 +850	+6%	+$57K	0.02%	566
2026 Q1	$868K	Buy	13,096 +751	+6%	+$51.7K	0.02%	566
2025 Q4	$866K	Buy	12,345 +112	+0.9%	+$8.25K	0.02%	520
2025 Q3	$937K	Buy	12,233 +6,166	+102%	+$439K	0.02%	483
2025 Q2	$446K	Buy	6,067 +637	+12%	+$45.7K	0.02%	616
2025 Q1	$386K	Buy	5,430 +506	+10%	+$31K	0.01%	609
2024 Q4	$288K	Buy	4,924 +47	+1%	+$2.81K	0.01%	640
2024 Q3	$277K	Buy	4,877 +176	+4%	+$9.88K	0.01%	528
2024 Q2	$246K	Buy	4,701 +1,141	+32%	+$61.1K	0.01%	526
2024 Q1	$210K	Buy	+3,560	New	+$193K	0.01%	567

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

Ashton Thomas Private Wealth's WRB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its W.R. Berkley (WRB) stake by 6.5% in Q2 2026, buying an estimated $57K and bringing the position to 13,946 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #566.

Ashton Thomas Private Wealth first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Ashton Thomas Private Wealth held 13,946 shares of W.R. Berkley worth $984K as of Q2 2026.
Ashton Thomas Private Wealth bought 850 W.R. Berkley shares in Q2 2026, an estimated $57K.
W.R. Berkley made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #566 holding.
Ashton Thomas Private Wealth first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.