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Golden State Equity Partners’s W.R. Berkley WRB Stock Holding History

Golden State Equity 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 		– Sell
-10
Closed -$662 – 1755
2026
Q1 		$662 Buy
+10
New +$689 ﹤0.01% 1844
2024
Q4 		– Sell
-2,202
Closed -$125K – 884
2024
Q3 		$125K Buy
+2,202
New +$124K 0.07% 250

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State Street
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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

Golden State Equity Partners's WRB Position: Q2 2026 in Review

Golden State Equity Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 10 shares — an estimated $662 sold.

Golden State Equity Partners first reported a position in WRB in Q3 2024 and held it in 2 quarters. The position peaked at $125K in Q3 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Golden State Equity Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 10 W.R. Berkley shares in Q2 2026, an estimated $662.
  • Golden State Equity Partners first reported a position in W.R. Berkley in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's W.R. Berkley position peaked at $125K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.