Heritage Family Offices’s W.R. Berkley WRB Stock Holding History

Heritage Family Offices’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	$275K	Sell	3,893 -2,007	-34%	-$134K	0.11%	172
2026 Q1	$391K	Sell	5,900 -2,375	-29%	-$164K	0.17%	116
2025 Q4	$580K	Sell	8,275 -913	-10%	-$67.3K	0.26%	87
2025 Q3	$704K	Sell	9,188 -1,030	-10%	-$73.3K	0.33%	74
2025 Q2	$728K	Hold	10,218	–	–	0.37%	66
2025 Q1	$727K	Buy	10,218 +1,872	+22%	+$115K	0.37%	66
2024 Q4	$488K	Buy	8,346 +113	+1%	+$6.77K	0.24%	88
2024 Q3	$467K	Buy	8,233 +46	+0.6%	+$2.58K	0.24%	90
2024 Q2	$429K	Buy	+8,187	New	+$439K	0.24%	88

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

Heritage Family Offices's WRB Position: Q2 2026 in Review

Heritage Family Offices reduced its W.R. Berkley (WRB) stake by 34% in Q2 2026, selling an estimated $134K and leaving 3,893 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #172.

Heritage Family Offices first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $728K in Q2 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Heritage Family Offices held 3,893 shares of W.R. Berkley worth $275K as of Q2 2026.
Heritage Family Offices sold 2,007 W.R. Berkley shares in Q2 2026, an estimated $134K.
W.R. Berkley made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #172 holding.
Heritage Family Offices first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's W.R. Berkley position peaked at $728K in Q2 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.