Firethorn Wealth Partners’s W.R. Berkley WRB Stock Holding History

Firethorn Wealth Partners’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	$388K	Buy	5,507 +10	+0.2%	+$670	0.13%	138
2026 Q1	$364K	Sell	5,497 -13	-0.2%	-$895	0.13%	135
2025 Q4	$386K	Buy	5,510 +105	+2%	+$7.74K	0.14%	126
2025 Q3	$414K	Buy	5,405 +20	+0.4%	+$1.42K	0.16%	117
2025 Q2	$396K	Buy	5,385 +117	+2%	+$8.39K	0.17%	117
2025 Q1	$375K	Buy	5,268 +662	+14%	+$40.6K	0.18%	113
2024 Q4	$270K	Buy	4,606 +32	+0.7%	+$1.92K	0.13%	121
2024 Q3	$259K	Buy	4,574 +296	+7%	+$16.6K	0.13%	122
2024 Q2	$224K	Buy	4,278 +172	+4%	+$9.21K	0.13%	129
2024 Q1	$242K	Buy	+4,106	New	+$222K	0.14%	123
2022 Q3	–	Sell	-5,063	Closed	-$207K	–	138
2022 Q2	$207K	Buy	5,063 +27	+0.5%	+$1.23K	0.17%	117
2022 Q1	$224K	Buy	+5,036	New	+$201K	0.17%	120

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

Firethorn Wealth Partners's WRB Position: Q2 2026 in Review

Firethorn Wealth Partners increased its W.R. Berkley (WRB) stake by 0.18% in Q2 2026, buying an estimated $670 and bringing the position to 5,507 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #138.

Firethorn Wealth Partners first reported a position in WRB in Q1 2022 and has held it in 12 quarters since. The position peaked at $414K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Firethorn Wealth Partners held 5,507 shares of W.R. Berkley worth $388K as of Q2 2026.
Firethorn Wealth Partners bought 10 W.R. Berkley shares in Q2 2026, an estimated $670.
W.R. Berkley made up 0.13% of Firethorn Wealth Partners's portfolio in Q2 2026, its #138 holding.
Firethorn Wealth Partners first reported a position in W.R. Berkley in Q1 2022 and has held it in 12 quarters since.
Firethorn Wealth Partners's W.R. Berkley position peaked at $414K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.