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Buck Wealth Strategies’s W.R. Berkley WRB Stock Holding History

Buck Wealth Strategies’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 		$15.2K Buy
+215
New +$14.4K ﹤0.01% 522

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Buck Wealth Strategies's WRB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in W.R. Berkley (WRB) in Q2 2026: 215 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

552 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Buck Wealth Strategies held 215 shares of W.R. Berkley worth $15.2K as of Q2 2026.
  • W.R. Berkley was a new Buck Wealth Strategies position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #522 holding.
  • 552 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.