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Financial Management Professionals’s W.R. Berkley WRB Stock Holding History

Financial Management Professionals’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 		$10.3K Hold
145
– – ﹤0.01% 584
2026
Q1 		$9.61K Buy
145
+8
+6% +$551 ﹤0.01% 537
2025
Q4 		$9.61K Hold
137
– – ﹤0.01% 537
2025
Q3 		$10.5K Sell
137
-315
-70% -$22.4K ﹤0.01% 517
2025
Q2 		$33.2K Buy
452
+3
+0.7% +$215 ﹤0.01% 316
2025
Q1 		$32K Buy
449
+47
+12% +$2.88K ﹤0.01% 327
2024
Q4 		$23.5K Sell
402
-6
-1% -$359 ﹤0.01% 379
2024
Q3 		$23K Buy
408
+28
+7% +$1.57K ﹤0.01% 402
2024
Q2 		$20K Hold
380
– – ﹤0.01% 389
2024
Q1 		$22K Buy
380
+14
+4% +$757 ﹤0.01% 404
2023
Q4 		$17K Buy
366
+321
+713% +$14.6K ﹤0.01% 445
2023
Q3 		$2K Hold
45
– – ﹤0.01% 743
2023
Q2 		$2K Sell
45
-69
-61% -$2.71K ﹤0.01% 778
2023
Q1 		$5K Buy
114
+1
+0.9% +$45 ﹤0.01% 702
2022
Q4 		$5K Hold
113
– – ﹤0.01% 639
2022
Q3 		$5K Buy
113
+48
+74% +$2.08K ﹤0.01% 612
2022
Q2 		$3K Hold
65
– – ﹤0.01% 722
2022
Q1 		$3K Buy
65
+20
+44% +$798 ﹤0.01% 747
2021
Q4 		$2K Hold
45
– – ﹤0.01% 764
2021
Q3 		$1K Hold
45
– – ﹤0.01% 909
2021
Q2 		$1K Buy
45
+9
+25% +$312 ﹤0.01% 857
2021
Q1 		$1K Buy
36
+29
+414% +$894 ﹤0.01% 648
2020
Q4 		$0 Hold
7
– – ﹤0.01% 685
2020
Q3 		$0 Buy
+7
New +$192 ﹤0.01% 648

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

Financial Management Professionals's WRB Position: Q2 2026 in Review

Financial Management Professionals held its W.R. Berkley (WRB) position steady in Q2 2026 at 145 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Financial Management Professionals first reported a position in WRB in Q3 2020 and has held it in 24 quarters since. The position peaked at $33.2K in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Financial Management Professionals held 145 shares of W.R. Berkley worth $10.3K as of Q2 2026.
  • Financial Management Professionals left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #584 holding.
  • Financial Management Professionals first reported a position in W.R. Berkley in Q3 2020 and has held it in 24 quarters since.
  • Financial Management Professionals's W.R. Berkley position peaked at $33.2K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.