GoalVest Advisory’s W.R. Berkley WRB Stock Holding History

GoalVest 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	$1.2K	Buy	+17	New	+$1.14K	﹤0.01%	477
2025 Q2	–	Sell	-6	Closed	-$427	–	531
2025 Q1	$427	Buy	+6	New	+$368	﹤0.01%	376
2023 Q4	–	Sell	-282	Closed	-$11.9K	–	504
2023 Q3	$11.9K	Buy	282 +12	+4%	+$497	0.01%	259
2023 Q2	$10.7K	Buy	+270	New	+$10.6K	0.01%	247
2022 Q2	–	Sell	-5	Closed	–	–	548
2022 Q1	$0	Buy	+5	New	+$199	﹤0.01%	510

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

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

GoalVest Advisory's WRB Position: Q2 2026 in Review

GoalVest Advisory opened a new position in W.R. Berkley (WRB) in Q2 2026: 17 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in WRB as recently as Q1 2025.

GoalVest Advisory first reported a position in WRB in Q1 2022 and has held it in 5 quarters since. The position peaked at $11.9K in Q3 2023. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

GoalVest Advisory held 17 shares of W.R. Berkley worth $1.2K as of Q2 2026.
W.R. Berkley was a new GoalVest Advisory position in Q2 2026.
W.R. Berkley made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #477 holding.
GoalVest Advisory first reported a position in W.R. Berkley in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's W.R. Berkley position peaked at $11.9K in Q3 2023.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.