Impact Partnership Wealth’s W.R. Berkley WRB Stock Holding History

Impact Partnership Wealth’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	$1.51M	Buy	21,389 +16,681	+354%	+$1.12M	0.15%	99
2026 Q1	$312K	Sell	4,708 -10,424	-69%	-$718K	0.04%	268
2025 Q4	$1.06M	Buy	15,132 +3,998	+36%	+$295K	0.14%	102
2025 Q3	$853K	Buy	11,134 +2,632	+31%	+$187K	0.13%	104
2025 Q2	$625K	Sell	8,502 -8,204	-49%	-$588K	0.12%	107
2025 Q1	$1.19M	Buy	16,706 +8,990	+117%	+$551K	0.25%	42
2024 Q4	$452K	Sell	7,716 -2,856	-27%	-$171K	0.09%	143
2024 Q3	$600K	Buy	+10,572	New	+$594K	0.14%	97
2024 Q2	–	Sell	-3,758	Closed	-$222K	–	698
2024 Q1	$222K	Buy	3,758 +104	+3%	+$5.63K	0.09%	157
2023 Q4	$172K	Buy	+3,654	New	+$167K	0.06%	199

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

Impact Partnership Wealth's WRB Position: Q2 2026 in Review

Impact Partnership Wealth increased its W.R. Berkley (WRB) stake by 354% in Q2 2026, buying an estimated $1.12M and bringing the position to 21,389 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #99.

Impact Partnership Wealth first reported a position in WRB in Q4 2023 and has held it in 10 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Impact Partnership Wealth held 21,389 shares of W.R. Berkley worth $1.51M as of Q2 2026.
Impact Partnership Wealth bought 16,681 W.R. Berkley shares in Q2 2026, an estimated $1.12M.
W.R. Berkley made up 0.15% of Impact Partnership Wealth's portfolio in Q2 2026, its #99 holding.
Impact Partnership Wealth first reported a position in W.R. Berkley in Q4 2023 and has held it in 10 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.