Financial Consulate’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
Other funds holding WRB
MSI
Financial Consulate's WRB Position: Q2 2026 in Review
Financial Consulate increased its W.R. Berkley (WRB) stake by 2% in Q2 2026, buying an estimated $335 and bringing the position to 250 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #544.
Financial Consulate first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.5K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Financial Consulate held 250 shares of W.R. Berkley worth $17.6K as of Q2 2026.
- Financial Consulate bought 5 W.R. Berkley shares in Q2 2026, an estimated $335.
- W.R. Berkley made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #544 holding.
- Financial Consulate first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
- Financial Consulate's W.R. Berkley position peaked at $18.5K in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.