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Financial Strategies Group’s W.R. Berkley WRB Stock Holding History

Financial Strategies Group’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 		$11.4M Buy
157,294
+7,501
+5% +$503K 1.81% 19
2026
Q1 		$9.92M Buy
149,793
+20,747
+16% +$1.43M 1.66% 19
2025
Q4 		$9.03M Buy
129,046
+5,395
+4% +$398K 1.63% 21
2025
Q3 		$8.88M Buy
123,651
+12,058
+11% +$858K 1.69% 19
2025
Q2 		$7.69M Sell
111,593
-1,670
-1% -$120K 1.6% 20
2025
Q1 		$7.74M Sell
113,263
-6,064
-5% -$372K 1.83% 15
2024
Q4 		$6.77M Buy
119,327
+4,363
+4% +$261K 1.62% 20
2024
Q3 		$6.81M Buy
114,964
+2,528
+2% +$142K 1.6% 21
2024
Q2 		$5.92M Buy
112,436
+18,125
+19% +$971K 1.49% 22
2024
Q1 		$5.27M Buy
94,311
+14,643
+18% +$792K 1.41% 23
2023
Q4 		$4.13M Buy
79,668
+18,210
+30% +$830K 1.18% 22
2023
Q3 		$2.71M Buy
+61,458
New +$2.55M 0.85% 27

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 Strategies Group's WRB Position: Q2 2026 in Review

Financial Strategies Group increased its W.R. Berkley (WRB) stake by 5% in Q2 2026, buying an estimated $503K and bringing the position to 157,294 shares worth $11.4M. The position accounts for 1.81% of the portfolio, ranked #19.

Financial Strategies Group first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Financial Strategies Group held 157,294 shares of W.R. Berkley worth $11.4M as of Q2 2026.
  • Financial Strategies Group bought 7,501 W.R. Berkley shares in Q2 2026, an estimated $503K.
  • W.R. Berkley made up 1.81% of Financial Strategies Group's portfolio in Q2 2026, its #19 holding.
  • Financial Strategies Group first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.