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

Curio 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	–	Sell	-3	Closed	-$199	–	1167
2026 Q1	$199	Buy	+3	New	+$207	﹤0.01%	779

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

Curio Wealth's WRB Position: Q2 2026 in Review

Curio Wealth sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3 shares — an estimated $199 sold.

Curio Wealth first reported a position in WRB in Q1 2026 and held it in 1 quarter. The position peaked at $199 in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Curio Wealth reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 W.R. Berkley shares in Q2 2026, an estimated $199.
Curio Wealth first reported a position in W.R. Berkley in Q1 2026 and held it in 1 quarter.
Curio Wealth's W.R. Berkley position peaked at $199 in Q1 2026.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.