EPW
WRB icon

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

Evolve 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 		$220K Sell
3,100
-5,207
-63% -$349K 0.01% 896
2026
Q1 		$551K Sell
8,307
-328
-4% -$22.6K 0.03% 533
2025
Q4 		$605K Buy
+8,635
New +$636K 0.04% 459

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 $3.38T AUM 44.17% 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

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

Evolve Private Wealth reduced its W.R. Berkley (WRB) stake by 63% in Q2 2026, selling an estimated $349K and leaving 3,100 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #896.

Evolve Private Wealth first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $605K in Q4 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Evolve Private Wealth held 3,100 shares of W.R. Berkley worth $220K as of Q2 2026.
  • Evolve Private Wealth sold 5,207 W.R. Berkley shares in Q2 2026, an estimated $349K.
  • W.R. Berkley made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #896 holding.
  • Evolve Private Wealth first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's W.R. Berkley position peaked at $605K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.