Global Wealth Management Investment Advisory’s W.R. Berkley WRB Stock Holding History

Global Wealth Management Investment Advisory’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	$256K	Sell	3,630 -25	-0.7%	-$1.68K	0.04%	144
2026 Q1	$242K	Buy	3,655 +25	+0.7%	+$1.72K	0.04%	141
2025 Q4	$255K	Hold	3,630	–	–	0.04%	136
2025 Q3	$278K	Buy	3,630 +130	+4%	+$9.26K	0.05%	133
2025 Q2	$257K	Hold	3,500	–	–	0.05%	132
2025 Q1	$249K	Sell	3,500 -500	-13%	-$30.6K	0.05%	128
2024 Q4	$234K	Sell	4,000 -330	-8%	-$19.8K	0.05%	130
2024 Q3	$246K	Sell	4,330 -1	-0%	-$56	0.05%	128
2024 Q2	$227K	Sell	4,331 -9	-0.2%	-$482	0.05%	127
2024 Q1	$256K	Buy	4,340 +9	+0.2%	+$487	0.06%	127
2023 Q4	$204K	Hold	4,331	–	–	0.05%	129
2023 Q3	$183K	Hold	4,331	–	–	0.05%	136
2023 Q2	$172K	Buy	+4,331	New	+$170K	0.05%	137
2023 Q1	–	Sell	-4,331	Closed	-$210K	–	136
2022 Q4	$210K	Buy	+4,331	New	+$209K	0.07%	127
2022 Q3	–	Sell	-4,331	Closed	-$197K	–	484
2022 Q2	$197K	Hold	4,331	–	–	0.07%	134
2022 Q1	$192K	Sell	4,331 -732	-14%	-$29.2K	0.06%	141
2021 Q4	$185K	Hold	5,063	–	–	0.06%	140
2021 Q3	$165K	Hold	5,063	–	–	0.05%	148
2021 Q2	$167K	Hold	5,063	–	–	0.06%	140
2021 Q1	$170K	Sell	5,063 -337	-6%	-$10.4K	0.06%	123
2020 Q4	$159K	Sell	5,400 -225	-4%	-$6.49K	0.06%	117
2020 Q3	$153K	Buy	5,625 +337	+6%	+$9.24K	0.07%	113
2020 Q2	$135K	Hold	5,288	–	–	0.06%	129
2020 Q1	$123K	Hold	5,288	–	–	0.06%	120
2019 Q4	$162K	Sell	5,288 -112	-2%	-$3.46K	0.07%	114
2019 Q3	$173K	Hold	5,400	–	–	0.08%	108
2019 Q2	$158K	Hold	5,400	–	–	0.08%	109
2019 Q1	$136K	Sell	5,400 -594	-10%	-$14K	0.07%	135
2018 Q4	$131K	Buy	+5,994	New	+$135K	0.08%	157

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's WRB Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its W.R. Berkley (WRB) stake by 0.68% in Q2 2026, selling an estimated $1.68K and leaving 3,630 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #144.

Global Wealth Management Investment Advisory first reported a position in WRB in Q4 2018 and has held it in 29 quarters since. The position peaked at $278K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Global Wealth Management Investment Advisory held 3,630 shares of W.R. Berkley worth $256K as of Q2 2026.
Global Wealth Management Investment Advisory sold 25 W.R. Berkley shares in Q2 2026, an estimated $1.68K.
W.R. Berkley made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #144 holding.
Global Wealth Management Investment Advisory first reported a position in W.R. Berkley in Q4 2018 and has held it in 29 quarters since.
Global Wealth Management Investment Advisory's W.R. Berkley position peaked at $278K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.