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

IMG 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 		$11.5K Buy
163
+38
+30% +$2.55K 0.01% 302
2026
Q1 		$8.29K Buy
125
+92
+279% +$6.34K 0.01% 320
2025
Q4 		$2.31K Buy
+33
New +$2.43K ﹤0.01% 502

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

IMG Wealth Management's WRB Position: Q2 2026 in Review

IMG Wealth Management increased its W.R. Berkley (WRB) stake by 30% in Q2 2026, buying an estimated $2.55K and bringing the position to 163 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #302.

IMG Wealth Management first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • IMG Wealth Management held 163 shares of W.R. Berkley worth $11.5K as of Q2 2026.
  • IMG Wealth Management bought 38 W.R. Berkley shares in Q2 2026, an estimated $2.55K.
  • W.R. Berkley made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #302 holding.
  • IMG Wealth Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.