AWM
WRB icon

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

Axxcess 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 		$244K Buy
+3,464
New +$232K ﹤0.01% 931
2026
Q1 		– Sell
-5,070
Closed -$355K – 1007
2025
Q4 		$355K Sell
5,070
-755
-13% -$55.6K 0.01% 797
2025
Q3 		$446K Sell
5,825
-431
-7% -$30.7K 0.01% 650
2025
Q2 		$460K Sell
6,256
-129
-2% -$9.25K 0.01% 610
2025
Q1 		$454K Buy
6,385
+228
+4% +$14K 0.01% 578
2024
Q4 		$360K Sell
6,157
-59
-0.9% -$3.53K 0.01% 623
2024
Q3 		$353K Sell
6,216
-132
-2% -$7.41K 0.01% 640
2024
Q2 		$333K Sell
6,348
-10,113
-61% -$542K 0.01% 624
2024
Q1 		$971K Buy
16,461
+1,341
+9% +$72.5K 0.03% 377
2023
Q4 		$713K Buy
15,120
+8,487
+128% +$387K 0.02% 423
2023
Q3 		$281K Buy
6,633
+709
+12% +$29.4K 0.01% 617
2023
Q2 		$235K Sell
5,924
-5,550
-48% -$218K 0.02% 518
2023
Q1 		$476K Sell
11,474
-8,877
-44% -$397K 0.04% 380
2022
Q4 		$985K Sell
20,351
-1,006
-5% -$48.5K 0.08% 226
2022
Q3 		$919K Buy
21,357
+1,003
+5% +$43.5K 0.09% 202
2022
Q2 		$926K Sell
20,354
-3,916
-16% -$178K 0.09% 200
2022
Q1 		$1.08M Buy
24,270
+12,437
+105% +$496K 0.08% 205
2021
Q4 		$433K Buy
+11,833
New +$420K 0.03% 390

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

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

Axxcess Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,464 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in WRB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in WRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2022. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Axxcess Wealth Management held 3,464 shares of W.R. Berkley worth $244K as of Q2 2026.
  • W.R. Berkley was a new Axxcess Wealth Management position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #931 holding.
  • Axxcess Wealth Management first reported a position in W.R. Berkley in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's W.R. Berkley position peaked at $1.08M in Q1 2022.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.