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Bare Financial Services’s W.R. Berkley WRB Stock Holding History

Bare Financial Services’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 		$1.13K Sell
16
-4
-20% -$268 ﹤0.01% 1329
2026
Q1 		$1.33K Buy
+20
New +$1.38K ﹤0.01% 1136

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

Bare Financial Services's WRB Position: Q2 2026 in Review

Bare Financial Services reduced its W.R. Berkley (WRB) stake by 20% in Q2 2026, selling an estimated $268 and leaving 16 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Bare Financial Services first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.33K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Bare Financial Services held 16 shares of W.R. Berkley worth $1.13K as of Q2 2026.
  • Bare Financial Services sold 4 W.R. Berkley shares in Q2 2026, an estimated $268.
  • W.R. Berkley made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1329 holding.
  • Bare Financial Services first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • Bare Financial Services's W.R. Berkley position peaked at $1.33K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.