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

Baron 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 		$439K Buy
6,221
+1
+0% +$67 0.11% 129
2026
Q1 		$412K Hold
6,220
– – 0.12% 134
2025
Q4 		$436K Sell
6,220
-184
-3% -$13.6K 0.13% 118
2025
Q3 		$491K Sell
6,404
-185
-3% -$13.2K 0.16% 87
2025
Q2 		$484K Sell
6,589
-610
-8% -$43.7K 0.17% 85
2025
Q1 		$512K Sell
7,199
-180
-2% -$11K 0.23% 73
2024
Q4 		$432K Hold
7,379
– – 0.2% 77
2024
Q3 		$419K Sell
7,379
-99
-1% -$5.56K 0.2% 78
2024
Q2 		$392K Buy
7,478
+368
+5% +$19.7K 0.2% 77
2024
Q1 		$419K Sell
7,110
-39
-0.5% -$2.11K 0.22% 70
2023
Q4 		$337K Buy
7,149
+190
+3% +$8.66K 0.18% 89
2023
Q3 		$295K Buy
6,959
+51
+0.7% +$2.11K 0.19% 93
2023
Q2 		$274K Buy
6,908
+594
+9% +$23.4K 0.17% 102
2023
Q1 		$262K Buy
6,314
+183
+3% +$8.19K 0.19% 97
2022
Q4 		$297K Buy
+6,131
New +$296K 0.23% 77

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

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

Baron Wealth Management increased its W.R. Berkley (WRB) stake by 0.02% in Q2 2026, buying an estimated $67 and bringing the position to 6,221 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #129.

Baron Wealth Management first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $512K in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Baron Wealth Management held 6,221 shares of W.R. Berkley worth $439K as of Q2 2026.
  • Baron Wealth Management bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Baron Wealth Management first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's W.R. Berkley position peaked at $512K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.