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Beacon Investment Advisory Services’s W.R. Berkley WRB Stock Holding History

Beacon Investment Advisory 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 		$11.1K Hold
157
– – ﹤0.01% 617
2026
Q1 		$10.4K Buy
+157
New +$10.8K ﹤0.01% 637

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State Street
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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

Beacon Investment Advisory Services's WRB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its W.R. Berkley (WRB) position steady in Q2 2026 at 157 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Beacon Investment Advisory Services first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Beacon Investment Advisory Services held 157 shares of W.R. Berkley worth $11.1K as of Q2 2026.
  • Beacon Investment Advisory Services left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #617 holding.
  • Beacon Investment Advisory Services first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.