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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BIP Wealth's WRB Position: Q1 2026 in Review

BIP Wealth reduced its W.R. Berkley (WRB) stake by 0.92% in Q1 2026, selling an estimated $2.41K and leaving 3,775 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #408.

BIP Wealth first reported a position in WRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $292K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • BIP Wealth held 3,775 shares of W.R. Berkley worth $250K as of Q1 2026.
  • BIP Wealth sold 35 W.R. Berkley shares in Q1 2026, an estimated $2.41K.
  • W.R. Berkley made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #408 holding.
  • BIP Wealth first reported a position in W.R. Berkley in Q4 2023 and has held it in 10 quarters since.
  • BIP Wealth's W.R. Berkley position peaked at $292K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.