GRP
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Global Retirement Partners’s W.R. Berkley WRB Stock Holding History

Global Retirement 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 		$221K Buy
+3,127
New +$210K ﹤0.01% 1534
2025
Q4 		$760K Buy
10,843
+10,009
+1,200% +$738K 0.01% 749
2025
Q3 		$63.9K Sell
834
-273
-25% -$19.4K ﹤0.01% 1764
2025
Q2 		$81.3K Buy
+1,107
New +$79.3K ﹤0.01% 1525
2024
Q4 		$93.7K Buy
1,602
+149
+10% +$8.92K ﹤0.01% 1302
2024
Q3 		$82.4K Buy
1,453
+28
+2% +$1.57K ﹤0.01% 1325
2024
Q2 		$74.7K Buy
1,425
+348
+32% +$18.6K ﹤0.01% 1338
2024
Q1 		$63.5K Buy
1,077
+363
+51% +$19.6K ﹤0.01% 1302
2023
Q4 		$34.9K Sell
714
-356
-33% -$16.2K ﹤0.01% 1521
2023
Q3 		$45.2K Buy
1,070
+66
+7% +$2.73K ﹤0.01% 1327
2023
Q2 		$39.8K Buy
1,004
+804
+402% +$31.6K ﹤0.01% 1375
2023
Q1 		$7.73K Buy
200
+8
+4% +$358 ﹤0.01% 2012
2022
Q4 		$9.29K Hold
192
– – ﹤0.01% 1810
2022
Q3 		$10K Buy
192
+1
+0.5% +$43 ﹤0.01% 1700
2022
Q2 		$9K Buy
191
+6
+3% +$273 ﹤0.01% 1700
2022
Q1 		$8K Buy
+185
New +$7.38K ﹤0.01% 1742
2019
Q2 		– Sell
-641
Closed -$16K – 1721
2019
Q1 		$16K Hold
641
– – ﹤0.01% 906
2018
Q4 		$14K Hold
641
– – ﹤0.01% 873
2018
Q3 		$15K Hold
641
– – ﹤0.01% 928
2018
Q2 		$14K Hold
641
– – ﹤0.01% 915
2018
Q1 		$14K Hold
641
– – ﹤0.01% 864
2017
Q4 		$14K Sell
641
-372
-37% -$7.6K ﹤0.01% 815
2017
Q3 		$20K Sell
1,013
-239
-19% -$4.79K 0.01% 656
2017
Q2 		$26K Buy
1,252
+3
+0.2% +$61 0.01% 542
2017
Q1 		$26K Hold
1,249
– – 0.01% 499
2016
Q4 		$25K Buy
+1,249
New +$22.4K 0.02% 475

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

Global Retirement Partners's WRB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,127 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WRB as recently as Q4 2025.

Global Retirement Partners first reported a position in WRB in Q4 2016 and has held it in 26 quarters since. The position peaked at $760K in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Global Retirement Partners held 3,127 shares of W.R. Berkley worth $221K as of Q2 2026.
  • W.R. Berkley was a new Global Retirement Partners position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1534 holding.
  • Global Retirement Partners first reported a position in W.R. Berkley in Q4 2016 and has held it in 26 quarters since.
  • Global Retirement Partners's W.R. Berkley position peaked at $760K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.