Cherry Tree Wealth Management’s W.R. Berkley WRB Stock Holding History

Cherry Tree 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	–	Sell	-108	Closed	-$7.16K	–	608
2026 Q1	$7.16K	Hold	108	–	–	﹤0.01%	459
2025 Q4	$7.57K	Hold	108	–	–	﹤0.01%	456
2025 Q3	$8.28K	Hold	108	–	–	﹤0.01%	430
2025 Q2	$7.93K	Hold	108	–	–	﹤0.01%	440
2025 Q1	$7.69K	Hold	108	–	–	﹤0.01%	471
2024 Q4	$6.32K	Hold	108	–	–	﹤0.01%	463
2024 Q3	$6.13K	Hold	108	–	–	﹤0.01%	466
2024 Q2	$5.66K	Hold	108	–	–	﹤0.01%	449
2024 Q1	$6.37K	Hold	108	–	–	﹤0.01%	419
2023 Q4	$5.09K	Hold	108	–	–	﹤0.01%	427
2023 Q3	$4.57K	Hold	108	–	–	﹤0.01%	410
2023 Q2	$4.29K	Buy	+108	New	+$4.25K	﹤0.01%	422

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's WRB Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 108 shares — an estimated $7.16K sold.

Cherry Tree Wealth Management first reported a position in WRB in Q2 2023 and held it in 12 quarters. The position peaked at $8.28K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Cherry Tree Wealth Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 108 W.R. Berkley shares in Q2 2026, an estimated $7.16K.
Cherry Tree Wealth Management first reported a position in W.R. Berkley in Q2 2023 and held it in 12 quarters.
Cherry Tree Wealth Management's W.R. Berkley position peaked at $8.28K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.