Balance Wealth
WRB icon

Balance Wealth’s W.R. Berkley WRB Stock Holding History

Balance 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
Q3 		$5.16K Buy
+76
New +$5.36K ﹤0.01% 645

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Balance Wealth's WRB Position: Q3 2026 in Review

Balance Wealth opened a new position in W.R. Berkley (WRB) in Q3 2026: 76 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Balance Wealth held 76 shares of W.R. Berkley worth $5.16K as of Q3 2026.
  • W.R. Berkley was a new Balance Wealth position in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #645 holding.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.