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Highline Wealth Partners’s W.R. Berkley WRB Stock Holding History

Highline Wealth 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 		$635 Buy
+9
New +$603 ﹤0.01% 1319
2026
Q1 		– Sell
-5
Closed -$351 – 1385
2025
Q4 		$351 Hold
5
– – ﹤0.01% 1017
2025
Q3 		$383 Hold
5
– – ﹤0.01% 1021
2025
Q2 		$367 Buy
+5
New +$358 ﹤0.01% 825

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 $3.37T AUM 44.26% 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

Highline Wealth Partners's WRB Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 9 shares worth $635. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in WRB as recently as Q4 2025.

Highline Wealth Partners first reported a position in WRB in Q2 2025 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Highline Wealth Partners held 9 shares of W.R. Berkley worth $635 as of Q2 2026.
  • W.R. Berkley was a new Highline Wealth Partners position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1319 holding.
  • Highline Wealth Partners first reported a position in W.R. Berkley in Q2 2025 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.