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

Blue Rock 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 		$223K Hold
3,159
– – 0.12% 100
2026
Q1 		$209K Hold
3,159
– – 0.13% 95
2025
Q4 		$222K Hold
3,159
– – 0.14% 91
2025
Q3 		$242K Hold
3,159
– – 0.15% 91
2025
Q2 		$232K Hold
3,159
– – 0.16% 92
2025
Q1 		$225K Buy
+3,159
New +$194K 0.19% 89

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

Blue Rock Wealth Management's WRB Position: Q2 2026 in Review

Blue Rock Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,159 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #100.

Blue Rock Wealth Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $242K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Blue Rock Wealth Management held 3,159 shares of W.R. Berkley worth $223K as of Q2 2026.
  • Blue Rock Wealth Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.12% of Blue Rock Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Blue Rock Wealth Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's W.R. Berkley position peaked at $242K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.