Global Wealth Strategies & Associates’s W.R. Berkley WRB Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-160	Closed	-$10.6K	–	483
2026 Q1	$10.6K	Hold	160	–	–	﹤0.01%	309
2025 Q4	$11.2K	Hold	160	–	–	﹤0.01%	295
2025 Q3	$12.3K	Hold	160	–	–	﹤0.01%	265
2025 Q2	$11.8K	Hold	160	–	–	﹤0.01%	210
2025 Q1	$11.4K	Hold	160	–	–	﹤0.01%	246
2024 Q4	$9.36K	Hold	160	–	–	﹤0.01%	228
2024 Q3	$9.08K	Sell	160 -1	-0.6%	-$56	﹤0.01%	204
2024 Q2	$8.41K	Hold	161	–	–	﹤0.01%	185
2024 Q1	$9.46K	Hold	161	–	–	﹤0.01%	183
2023 Q4	$7.57K	Hold	161	–	–	﹤0.01%	184
2023 Q3	$6.79K	Hold	161	–	–	﹤0.01%	189
2023 Q2	$6.37K	Hold	161	–	–	﹤0.01%	192
2023 Q1	$6.66K	Hold	161	–	–	﹤0.01%	194
2022 Q4	$7.76K	Buy	+161	New	+$7.76K	﹤0.01%	175

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 $3.38T AUM 44.17% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Wealth Strategies & Associates's WRB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 160 shares — an estimated $10.6K sold.

Global Wealth Strategies & Associates first reported a position in WRB in Q4 2022 and held it in 14 quarters. The position peaked at $12.3K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 160 W.R. Berkley shares in Q2 2026, an estimated $10.6K.
Global Wealth Strategies & Associates first reported a position in W.R. Berkley in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's W.R. Berkley position peaked at $12.3K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.