Brighton Jones LLC’s W.R. Berkley WRB Stock Holding History

Brighton Jones LLC’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	$1.08M	Buy	15,245 +2,066	+16%	+$138K	0.02%	488
2026 Q1	$874K	Buy	+13,179	New	+$908K	0.02%	503
2025 Q4	–	Sell	-31,247	Closed	-$2.39M	–	978
2025 Q3	$2.39M	Sell	31,247 -1,324	-4%	-$94.3K	0.06%	191
2025 Q2	$2.39M	Buy	32,571 +2,493	+8%	+$179K	0.06%	170
2025 Q1	$2.14M	Sell	30,078 -20,425	-40%	-$1.25M	0.07%	163
2024 Q4	$2.96M	Buy	50,503 +21,737	+76%	+$1.3M	0.09%	121
2024 Q3	$1.63M	Buy	28,766 +9,447	+49%	+$530K	0.06%	158
2024 Q2	$1.01M	Buy	19,319 +318	+2%	+$17K	0.03%	224
2024 Q1	$1.12M	Sell	19,001 -951	-5%	-$51.4K	0.04%	210
2023 Q4	$941K	Buy	+19,952	New	+$909K	0.04%	217
2022 Q1	–	Sell	-7,025	Closed	-$257K	–	555
2021 Q4	$257K	Sell	7,025 -33,646	-83%	-$1.19M	0.01%	423
2021 Q3	$1.32M	Buy	+40,671	New	+$1.34M	0.07%	129

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brighton Jones LLC's WRB Position: Q2 2026 in Review

Brighton Jones LLC increased its W.R. Berkley (WRB) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 15,245 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #488.

Brighton Jones LLC first reported a position in WRB in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.96M in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Brighton Jones LLC held 15,245 shares of W.R. Berkley worth $1.08M as of Q2 2026.
Brighton Jones LLC bought 2,066 W.R. Berkley shares in Q2 2026, an estimated $138K.
W.R. Berkley made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #488 holding.
Brighton Jones LLC first reported a position in W.R. Berkley in Q3 2021 and has held it in 12 quarters since.
Brighton Jones LLC's W.R. Berkley position peaked at $2.96M in Q4 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.