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CreativeOne Wealth’s W.R. Berkley WRB Stock Holding History

CreativeOne Wealth’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 		$1.72M Buy
24,318
+14,764
+155% +$989K 0.04% 402
2026
Q1 		$633K Buy
9,554
+341
+4% +$23.5K 0.01% 721
2025
Q4 		$646K Sell
9,213
-280
-3% -$20.6K 0.02% 700
2025
Q3 		$727K Buy
9,493
+3,940
+71% +$281K 0.02% 658
2025
Q2 		$408K Buy
5,553
+807
+17% +$57.8K 0.01% 807
2025
Q1 		$338K Sell
4,746
-172
-3% -$10.5K 0.01% 821
2024
Q4 		$288K Sell
4,918
-2,306
-32% -$138K 0.01% 898
2024
Q3 		$410K Buy
+7,224
New +$406K 0.01% 693

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

CreativeOne Wealth's WRB Position: Q2 2026 in Review

CreativeOne Wealth increased its W.R. Berkley (WRB) stake by 155% in Q2 2026, buying an estimated $989K and bringing the position to 24,318 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #402.

CreativeOne Wealth first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • CreativeOne Wealth held 24,318 shares of W.R. Berkley worth $1.72M as of Q2 2026.
  • CreativeOne Wealth bought 14,764 W.R. Berkley shares in Q2 2026, an estimated $989K.
  • W.R. Berkley made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #402 holding.
  • CreativeOne Wealth first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.