Jones Financial Companies
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Jones Financial Companies’s W.R. Berkley WRB Stock Holding History

Jones Financial Companies’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 		$89.8M Buy
1,259,360
+112,053
+10% +$7.51M 0.04% 264
2026
Q1 		$74.3M Buy
1,147,307
+1,139,805
+15,193% +$78.5M 0.04% 259
2025
Q4 		$526K Buy
7,502
+1,310
+21% +$96.5K ﹤0.01% 1500
2025
Q3 		$471K Buy
6,192
+470
+8% +$33.5K ﹤0.01% 1421
2025
Q2 		$415K Buy
5,722
+2,177
+61% +$156K ﹤0.01% 1345
2025
Q1 		$253K Buy
3,545
+1,189
+50% +$72.9K ﹤0.01% 1400
2024
Q4 		$138K Buy
2,356
+939
+66% +$56.2K ﹤0.01% 1502
2024
Q3 		$80.2K Buy
1,417
+304
+27% +$17.1K ﹤0.01% 1479
2024
Q2 		$58.3K Buy
1,113
+426
+62% +$22.8K ﹤0.01% 1197
2024
Q1 		$40.5K Buy
687
+498
+263% +$26.9K ﹤0.01% 769
2023
Q4 		$8.91K Buy
+189
New +$8.62K ﹤0.01% 696

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 $3.38T AUM 44.17% 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

Jones Financial Companies's WRB Position: Q2 2026 in Review

Jones Financial Companies increased its W.R. Berkley (WRB) stake by 9.8% in Q2 2026, buying an estimated $7.51M and bringing the position to 1,259,360 shares worth $89.8M. The position accounts for 0.04% of the portfolio, ranked #264.

Jones Financial Companies first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Jones Financial Companies held 1,259,360 shares of W.R. Berkley worth $89.8M as of Q2 2026.
  • Jones Financial Companies bought 112,053 W.R. Berkley shares in Q2 2026, an estimated $7.51M.
  • W.R. Berkley made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #264 holding.
  • Jones Financial Companies first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.