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

Destiny 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 		– Sell
-327
Closed -$21.7K – 1106
2026
Q1 		$21.7K Buy
+327
New +$22.5K ﹤0.01% 647
2023
Q2 		– Sell
-5,639
Closed -$234K – 197
2023
Q1 		$234K Sell
5,639
-969
-15% -$43.4K 0.05% 172
2022
Q4 		$320K Sell
6,608
-379
-5% -$18.3K 0.07% 138
2022
Q3 		$301K Buy
+6,987
New +$303K 0.07% 126

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

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

Destiny Wealth Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 327 shares — an estimated $21.7K sold.

Destiny Wealth Partners first reported a position in WRB in Q3 2022 and held it in 4 quarters. The position peaked at $320K in Q4 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 327 W.R. Berkley shares in Q2 2026, an estimated $21.7K.
  • Destiny Wealth Partners first reported a position in W.R. Berkley in Q3 2022 and held it in 4 quarters.
  • Destiny Wealth Partners's W.R. Berkley position peaked at $320K in Q4 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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