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
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 $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return