Exit Wealth Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
Other funds holding WRB
MSI
Exit Wealth Advisors's WRB Position: Q2 2026 in Review
Exit Wealth Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,883 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #143 among its holdings. This is a return to the name: Exit Wealth Advisors previously reported a position in WRB as recently as Q4 2025.
Exit Wealth Advisors first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Exit Wealth Advisors held 2,883 shares of W.R. Berkley worth $203K as of Q2 2026.
- W.R. Berkley was a new Exit Wealth Advisors position in Q2 2026.
- W.R. Berkley made up 0.09% of Exit Wealth Advisors's portfolio in Q2 2026, its #143 holding.
- Exit Wealth Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
- Exit Wealth Advisors's W.R. Berkley position peaked at $220K in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.