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

Aventura 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 		$987 Hold
14
– – ﹤0.01% 892
2026
Q1 		$928 Hold
14
– – ﹤0.01% 807
2025
Q4 		$982 Sell
14
-155
-92% -$11.4K ﹤0.01% 748
2025
Q3 		$12.9K Buy
169
+160
+1,778% +$11.4K ﹤0.01% 461
2025
Q2 		$661 Hold
9
– – ﹤0.01% 714
2025
Q1 		$640 Hold
9
– – ﹤0.01% 697
2024
Q4 		$527 Buy
+9
New +$539 ﹤0.01% 688

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's WRB Position: Q2 2026 in Review

Aventura Private Wealth held its W.R. Berkley (WRB) position steady in Q2 2026 at 14 shares worth $987. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Aventura Private Wealth first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aventura Private Wealth held 14 shares of W.R. Berkley worth $987 as of Q2 2026.
  • Aventura Private Wealth left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #892 holding.
  • Aventura Private Wealth first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's W.R. Berkley position peaked at $12.9K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.