FFO
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Fortitude Family Office’s W.R. Berkley WRB Stock Holding History

Fortitude Family Office’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 		$61.5K Sell
872
-47
-5% -$3.15K 0.01% 255
2026
Q1 		$60.9K Sell
919
-342
-27% -$23.6K 0.01% 207
2025
Q4 		$88.4K Sell
1,261
-12
-0.9% -$884 0.02% 193
2025
Q3 		$97.5K Sell
1,273
-15
-1% -$1.07K 0.03% 182
2025
Q2 		$94.6K Buy
1,288
+2
+0.2% +$143 0.03% 174
2025
Q1 		$91.5K Sell
1,286
-67
-5% -$4.11K 0.03% 161
2024
Q4 		$79.2K Hold
1,353
– – 0.03% 202
2024
Q3 		$76.8K Buy
1,353
+112
+9% +$6.29K 0.03% 188
2024
Q2 		$65K Hold
1,241
– – 0.04% 146
2024
Q1 		$73.1K Hold
1,241
– – 0.05% 116
2023
Q4 		$58.5K Buy
+1,241
New +$56.6K 0.04% 148

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 $3.38T AUM 44.17% 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

Fortitude Family Office's WRB Position: Q2 2026 in Review

Fortitude Family Office reduced its W.R. Berkley (WRB) stake by 5.1% in Q2 2026, selling an estimated $3.15K and leaving 872 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #255.

Fortitude Family Office first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $97.5K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Fortitude Family Office held 872 shares of W.R. Berkley worth $61.5K as of Q2 2026.
  • Fortitude Family Office sold 47 W.R. Berkley shares in Q2 2026, an estimated $3.15K.
  • W.R. Berkley made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #255 holding.
  • Fortitude Family Office first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's W.R. Berkley position peaked at $97.5K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.