Fifth Third Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Fifth Third Wealth Advisors’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	$618K	Buy	8,760 +3,631	+71%	+$243K	0.02%	429
2026 Q1	$340K	Sell	5,129 -679	-12%	-$46.8K	0.01%	552
2025 Q4	$407K	Sell	5,808 -371	-6%	-$27.3K	0.01%	455
2025 Q3	$473K	Sell	6,179 -178	-3%	-$12.7K	0.02%	401
2025 Q2	$467K	Sell	6,357 -363	-5%	-$26K	0.02%	383
2025 Q1	$478K	Buy	6,720 +1,754	+35%	+$107K	0.02%	340
2024 Q4	$291K	Buy	+4,966	New	+$297K	0.02%	502

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

Fifth Third Wealth Advisors's WRB Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its W.R. Berkley (WRB) stake by 71% in Q2 2026, buying an estimated $243K and bringing the position to 8,760 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #429.

Fifth Third Wealth Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Fifth Third Wealth Advisors held 8,760 shares of W.R. Berkley worth $618K as of Q2 2026.
Fifth Third Wealth Advisors bought 3,631 W.R. Berkley shares in Q2 2026, an estimated $243K.
W.R. Berkley made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #429 holding.
Fifth Third Wealth Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.