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

Daymark 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	$340K	Buy	4,826 +454	+10%	+$30.4K	0.01%	592
2026 Q1	$290K	Sell	4,372 -612	-12%	-$42.2K	0.01%	580
2025 Q4	$349K	Sell	4,984 -455	-8%	-$33.5K	0.01%	464
2025 Q3	$417K	Buy	5,439 +1,192	+28%	+$84.9K	0.01%	420
2025 Q2	$312K	Buy	4,247 +448	+12%	+$32.1K	0.01%	439
2025 Q1	$270K	Sell	3,799 -346	-8%	-$21.2K	0.01%	436
2024 Q4	$243K	Sell	4,145 -482	-10%	-$28.9K	0.01%	452
2024 Q3	$262K	Sell	4,627 -538	-10%	-$30.2K	0.01%	456
2024 Q2	$271K	Buy	+5,165	New	+$277K	0.01%	414

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Daymark Wealth Partners increased its W.R. Berkley (WRB) stake by 10% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,826 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #592.

Daymark Wealth Partners first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $417K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Daymark Wealth Partners held 4,826 shares of W.R. Berkley worth $340K as of Q2 2026.
Daymark Wealth Partners bought 454 W.R. Berkley shares in Q2 2026, an estimated $30.4K.
W.R. Berkley made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #592 holding.
Daymark Wealth Partners first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's W.R. Berkley position peaked at $417K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.