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BIP Wealth’s W.R. Berkley WRB Stock Holding History

BIP Wealth’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 		$269K Buy
3,818
+43
+1% +$2.88K 0.01% 485
2026
Q1 		$250K Sell
3,775
-35
-0.9% -$2.41K 0.01% 408
2025
Q4 		$267K Hold
3,810
– – 0.01% 387
2025
Q3 		$292K Buy
3,810
+35
+0.9% +$2.49K 0.01% 242
2025
Q2 		$277K Hold
3,775
– – 0.02% 225
2025
Q1 		$269K Hold
3,775
– – 0.02% 225
2024
Q4 		$221K Sell
3,775
-493
-12% -$29.5K 0.01% 245
2024
Q3 		$242K Sell
4,268
-16
-0.4% -$898 0.02% 208
2024
Q2 		$224K Buy
4,284
+15
+0.4% +$803 0.02% 178
2024
Q1 		$252K Hold
4,269
– – 0.02% 188
2023
Q4 		$201K Buy
+4,269
New +$195K 0.02% 189

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

BIP Wealth's WRB Position: Q2 2026 in Review

BIP Wealth increased its W.R. Berkley (WRB) stake by 1.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 3,818 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #485.

BIP Wealth first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $292K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • BIP Wealth held 3,818 shares of W.R. Berkley worth $269K as of Q2 2026.
  • BIP Wealth bought 43 W.R. Berkley shares in Q2 2026, an estimated $2.88K.
  • W.R. Berkley made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #485 holding.
  • BIP Wealth first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • BIP Wealth's W.R. Berkley position peaked at $292K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.