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Granite Bay Wealth Management’s W.R. Berkley WRB Stock Holding History

Granite Bay Wealth Management’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 		$932K Sell
13,210
-3,000
-19% -$201K 0.09% 85
2026
Q1 		$1.07M Sell
16,210
-5,000
-24% -$344K 0.23% 38
2025
Q4 		$1.49M Hold
21,210
– – 0.36% 35
2025
Q3 		$1.63M Buy
+21,210
New +$1.51M 0.42% 34

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 $3.38T AUM 44.17% 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

Granite Bay Wealth Management's WRB Position: Q2 2026 in Review

Granite Bay Wealth Management reduced its W.R. Berkley (WRB) stake by 19% in Q2 2026, selling an estimated $201K and leaving 13,210 shares worth $932K. The position accounts for 0.09% of the portfolio, ranked #85.

Granite Bay Wealth Management first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Granite Bay Wealth Management held 13,210 shares of W.R. Berkley worth $932K as of Q2 2026.
  • Granite Bay Wealth Management sold 3,000 W.R. Berkley shares in Q2 2026, an estimated $201K.
  • W.R. Berkley made up 0.09% of Granite Bay Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Granite Bay Wealth Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Granite Bay Wealth Management's W.R. Berkley position peaked at $1.63M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.