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

Dakota 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
-101,504
Closed -$6.73M – 839
2026
Q1 		$6.73M Buy
101,504
+2,754
+3% +$190K 0.15% 141
2025
Q4 		$6.92M Buy
98,750
+9,375
+10% +$691K 0.12% 139
2025
Q3 		$6.85M Buy
89,375
+13,041
+17% +$928K 0.14% 131
2025
Q2 		$5.61M Buy
+76,334
New +$5.47M 0.12% 146

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

Dakota Wealth Management's WRB Position: Q2 2026 in Review

Dakota Wealth Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 101,504 shares — an estimated $6.73M sold.

Dakota Wealth Management first reported a position in WRB in Q2 2025 and held it in 4 quarters. The position peaked at $6.92M in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Dakota Wealth Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 101,504 W.R. Berkley shares in Q2 2026, an estimated $6.73M.
  • Dakota Wealth Management first reported a position in W.R. Berkley in Q2 2025 and held it in 4 quarters.
  • Dakota Wealth Management's W.R. Berkley position peaked at $6.92M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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