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First Pacific Financial’s W.R. Berkley WRB Stock Holding History

First Pacific Financial’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 		$105K Hold
1,490
– – 0.01% 205
2026
Q1 		$98.7K Sell
1,490
-10
-0.7% -$689 0.01% 197
2025
Q4 		$105K Buy
1,500
+2
+0.1% +$147 0.01% 193
2025
Q3 		$115K Buy
1,498
+2
+0.1% +$142 0.02% 192
2025
Q2 		$110K Hold
1,496
– – 0.02% 197
2025
Q1 		$106K Hold
1,496
– – 0.02% 162
2024
Q4 		$87.5K Hold
1,496
– – 0.02% 180
2024
Q3 		$84.9K Buy
+1,496
New +$84K 0.02% 173

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

First Pacific Financial's WRB Position: Q2 2026 in Review

First Pacific Financial held its W.R. Berkley (WRB) position steady in Q2 2026 at 1,490 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #205.

First Pacific Financial first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $115K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • First Pacific Financial held 1,490 shares of W.R. Berkley worth $105K as of Q2 2026.
  • First Pacific Financial left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #205 holding.
  • First Pacific Financial first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • First Pacific Financial's W.R. Berkley position peaked at $115K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.