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

Diversify 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	$1.66M	Sell	21,969 -425	-2%	-$28.5K	0.03%	468
2026 Q1	$1.5M	Buy	22,394 +4,976	+29%	+$343K	0.03%	464
2025 Q4	$1.18M	Sell	17,418 -5,988	-26%	-$441K	0.06%	288
2025 Q3	$1.68M	Buy	23,406 +294	+1%	+$20.9K	0.1%	201
2025 Q2	$1.62M	Buy	23,112 +1,371	+6%	+$98.3K	0.1%	199
2025 Q1	$1.55M	Buy	21,741 +2,301	+12%	+$141K	0.12%	195
2024 Q4	$1.1M	Buy	19,440 +3,598	+23%	+$216K	0.09%	204
2024 Q3	$937K	Sell	15,842 -6,147	-28%	-$345K	0.09%	201
2024 Q2	$802K	Buy	+21,989	New	+$1.18M	0.1%	192

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

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

Diversify Wealth Management reduced its W.R. Berkley (WRB) stake by 1.9% in Q2 2026, selling an estimated $28.5K and leaving 21,969 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #468.

Diversify Wealth Management first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Diversify Wealth Management held 21,969 shares of W.R. Berkley worth $1.66M as of Q2 2026.
Diversify Wealth Management sold 425 W.R. Berkley shares in Q2 2026, an estimated $28.5K.
W.R. Berkley made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #468 holding.
Diversify Wealth Management first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's W.R. Berkley position peaked at $1.68M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.