Focus Partners Wealth
WRB icon

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

Focus Partners Wealth’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 		$3.52M Buy
49,957
+9,120
+22% +$611K ﹤0.01% 1103
2026
Q1 		$2.71M Sell
40,837
-31,423
-43% -$2.16M ﹤0.01% 1180
2025
Q4 		$5.14M Buy
72,260
+7,869
+12% +$580K 0.01% 929
2025
Q3 		$4.91M Sell
64,391
-1,744
-3% -$124K 0.01% 750
2025
Q2 		$4.86M Buy
66,135
+1,946
+3% +$139K 0.01% 687
2025
Q1 		$4.57M Sell
64,189
-9,186
-13% -$563K 0.01% 649
2024
Q4 		$4.29M Buy
73,375
+60,554
+472% +$3.63M 0.01% 654
2024
Q3 		$727K Sell
12,821
-93,157
-88% -$5.23M ﹤0.01% 1030
2024
Q2 		$5.55M Buy
105,978
+27,172
+34% +$1.46M 0.02% 481
2024
Q1 		$4.65M Buy
+78,806
New +$4.26M 0.04% 333

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

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

Focus Partners Wealth increased its W.R. Berkley (WRB) stake by 22% in Q2 2026, buying an estimated $611K and bringing the position to 49,957 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Focus Partners Wealth first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.55M in Q2 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Focus Partners Wealth held 49,957 shares of W.R. Berkley worth $3.52M as of Q2 2026.
  • Focus Partners Wealth bought 9,120 W.R. Berkley shares in Q2 2026, an estimated $611K.
  • W.R. Berkley made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1103 holding.
  • Focus Partners Wealth first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's W.R. Berkley position peaked at $5.55M in Q2 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.