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

Institute for 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 		$13.6K Buy
+193
New +$12.9K ﹤0.01% 1246

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Institute for Wealth Management's WRB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 193 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings.

552 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Institute for Wealth Management held 193 shares of W.R. Berkley worth $13.6K as of Q2 2026.
  • W.R. Berkley was a new Institute for Wealth Management position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1246 holding.
  • 552 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.