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DiNuzzo Private Wealth’s W.R. Berkley WRB Stock Holding History

DiNuzzo Private 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 		$3.95K Hold
56
– – ﹤0.01% 461
2026
Q1 		$3.71K Hold
56
– – ﹤0.01% 455
2025
Q4 		$3.93K Hold
56
– – ﹤0.01% 429
2025
Q3 		$4.01K Sell
56
-1
-2% -$71 ﹤0.01% 420
2025
Q2 		$4.19K Sell
57
-2
-3% -$143 ﹤0.01% 411
2025
Q1 		$4.2K Buy
59
+4
+7% +$245 ﹤0.01% 393
2024
Q4 		$3.22K Hold
55
– – ﹤0.01% 444
2024
Q3 		$3.12K Sell
55
-1
-2% -$56 ﹤0.01% 459
2024
Q2 		$2.91K Buy
56
+8
+17% +$429 ﹤0.01% 404
2024
Q1 		$2.83K Sell
48
-2
-4% -$108 ﹤0.01% 366
2023
Q4 		$2.33K Buy
+50
New +$2.28K ﹤0.01% 386

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

DiNuzzo Private Wealth's WRB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its W.R. Berkley (WRB) position steady in Q2 2026 at 56 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

DiNuzzo Private Wealth first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2K in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • DiNuzzo Private Wealth held 56 shares of W.R. Berkley worth $3.95K as of Q2 2026.
  • DiNuzzo Private Wealth left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #461 holding.
  • DiNuzzo Private Wealth first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's W.R. Berkley position peaked at $4.2K in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.