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Clark Wealth Partners’s W.R. Berkley WRB Stock Holding History

Clark Wealth Partners’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 		$6.97K Buy
98
+3
+3% +$201 ﹤0.01% 267
2026
Q1 		$6.3K Sell
95
-4
-4% -$275 ﹤0.01% 307
2025
Q4 		$6.94K Hold
99
– – ﹤0.01% 290
2025
Q3 		$6.94K Buy
99
+4
+4% +$285 ﹤0.01% 290
2025
Q2 		$6.98K Sell
95
-14
-13% -$1K ﹤0.01% 251
2025
Q1 		$7.76K Buy
+109
New +$6.68K 0.01% 219

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

Clark Wealth Partners's WRB Position: Q2 2026 in Review

Clark Wealth Partners increased its W.R. Berkley (WRB) stake by 3.2% in Q2 2026, buying an estimated $201 and bringing the position to 98 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Clark Wealth Partners first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.76K in Q1 2025. 906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Clark Wealth Partners held 98 shares of W.R. Berkley worth $6.97K as of Q2 2026.
  • Clark Wealth Partners bought 3 W.R. Berkley shares in Q2 2026, an estimated $201.
  • W.R. Berkley made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #267 holding.
  • Clark Wealth Partners first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Clark Wealth Partners's W.R. Berkley position peaked at $7.76K in Q1 2025.
  • 906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.