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

Evermay 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 		$78.9K Hold
1,110
– – 0.01% 300
2026
Q1 		$73.6K Hold
1,110
– – 0.01% 283
2025
Q4 		$77.8K Hold
1,110
– – 0.01% 283
2025
Q3 		$85K Hold
1,110
– – 0.01% 283
2025
Q2 		$81.6K Hold
1,110
– – 0.01% 284
2025
Q1 		$79K Hold
1,110
– – 0.01% 285
2024
Q4 		$65K Hold
1,110
– – 0.01% 296
2024
Q3 		$63K Hold
1,110
– – 0.01% 317
2024
Q2 		$58.1K Hold
1,110
– – 0.01% 331
2024
Q1 		$65.4K Buy
+1,110
New +$60K 0.01% 329

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

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

Evermay Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 1,110 shares worth $78.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Evermay Wealth Management first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $85K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Evermay Wealth Management held 1,110 shares of W.R. Berkley worth $78.9K as of Q2 2026.
  • Evermay Wealth Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Evermay Wealth Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
  • Evermay Wealth Management's W.R. Berkley position peaked at $85K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.