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

Bay Harbor 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 		$5.08K Buy
72
+18
+33% +$1.21K ﹤0.01% 423
2026
Q1 		$3.58K Buy
54
+14
+35% +$964 ﹤0.01% 413
2025
Q4 		$2.8K Buy
40
+14
+54% +$1.03K ﹤0.01% 405
2025
Q3 		$1.99K Buy
26
+5
+24% +$356 ﹤0.01% 366
2025
Q2 		$1.55K Buy
21
+10
+91% +$717 ﹤0.01% 365
2025
Q1 		$782 Buy
+11
New +$674 ﹤0.01% 335

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

Bay Harbor Wealth Management's WRB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its W.R. Berkley (WRB) stake by 33% in Q2 2026, buying an estimated $1.21K and bringing the position to 72 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Bay Harbor Wealth Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Bay Harbor Wealth Management held 72 shares of W.R. Berkley worth $5.08K as of Q2 2026.
  • Bay Harbor Wealth Management bought 18 W.R. Berkley shares in Q2 2026, an estimated $1.21K.
  • W.R. Berkley made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Bay Harbor Wealth Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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