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
2024 Q1	–	Sell	-10,502	Closed	-$479K	–	294
2023 Q4	$479K	Buy	10,502 +18	+0.2%	+$820	﹤0.01%	253
2023 Q3	$434K	Buy	+10,484	New	+$434K	﹤0.01%	265

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

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 2023 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 948 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 2023 and has held it in 6 quarters since.
Granite Bay Wealth Management's W.R. Berkley position peaked at $1.63M in Q3 2025.
948 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.