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

Barnes Wealth Management Group’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 		$213K Sell
3,016
-42
-1% -$2.81K 0.1% 186
2026
Q1 		$203K Buy
3,058
+80
+3% +$5.51K 0.1% 181
2025
Q4 		$209K Buy
2,978
+3
+0.1% +$221 0.11% 173
2025
Q3 		$228K Buy
2,975
+33
+1% +$2.35K 0.13% 159
2025
Q2 		$216K Sell
2,942
-58
-2% -$4.16K 0.13% 150
2025
Q1 		$213K Buy
+3,000
New +$184K 0.14% 143

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

Barnes Wealth Management Group's WRB Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its W.R. Berkley (WRB) stake by 1.4% in Q2 2026, selling an estimated $2.81K and leaving 3,016 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #186.

Barnes Wealth Management Group first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $228K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Barnes Wealth Management Group held 3,016 shares of W.R. Berkley worth $213K as of Q2 2026.
  • Barnes Wealth Management Group sold 42 W.R. Berkley shares in Q2 2026, an estimated $2.81K.
  • W.R. Berkley made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #186 holding.
  • Barnes Wealth Management Group first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's W.R. Berkley position peaked at $228K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.