Jackson Grant Investment Advisers’s W.R. Berkley WRB Stock Holding History

Jackson Grant Investment Advisers’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	–	Sell	-24	Closed	-$1.59K	–	434
2026 Q1	$1.59K	Hold	24	–	–	﹤0.01%	389
2025 Q4	$1.68K	Hold	24	–	–	﹤0.01%	385
2025 Q3	$1.84K	Hold	24	–	–	﹤0.01%	395
2025 Q2	$1.76K	Hold	24	–	–	﹤0.01%	368
2025 Q1	$1.71K	Hold	24	–	–	﹤0.01%	366
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	386
2024 Q3	$1.36K	Hold	24	–	–	﹤0.01%	392
2024 Q2	$1.26K	Hold	24	–	–	﹤0.01%	389
2024 Q1	$1.42K	Hold	24	–	–	﹤0.01%	380
2023 Q4	$1.13K	Hold	24	–	–	﹤0.01%	381
2023 Q3	$1.02K	Hold	24	–	–	﹤0.01%	381
2023 Q2	$953	Hold	24	–	–	﹤0.01%	406
2023 Q1	$996	Buy	+24	New	+$1.07K	﹤0.01%	446

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

Jackson Grant Investment Advisers's WRB Position: Q2 2026 in Review

Jackson Grant Investment Advisers sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 24 shares — an estimated $1.59K sold.

Jackson Grant Investment Advisers first reported a position in WRB in Q1 2023 and held it in 13 quarters. The position peaked at $1.84K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Jackson Grant Investment Advisers reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 24 W.R. Berkley shares in Q2 2026, an estimated $1.59K.
Jackson Grant Investment Advisers first reported a position in W.R. Berkley in Q1 2023 and held it in 13 quarters.
Jackson Grant Investment Advisers's W.R. Berkley position peaked at $1.84K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.