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

JPL 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 		$2.05K Buy
29
+1
+4% +$67 ﹤0.01% 1064
2026
Q1 		$1.86K Buy
+28
New +$1.93K ﹤0.01% 1002
2025
Q4 		– Sell
-34
Closed -$2.61K – 1137
2025
Q3 		$2.61K Buy
+34
New +$2.42K ﹤0.01% 809

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

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

JPL Wealth Management increased its W.R. Berkley (WRB) stake by 3.6% in Q2 2026, buying an estimated $67 and bringing the position to 29 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

JPL Wealth Management first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.61K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • JPL Wealth Management held 29 shares of W.R. Berkley worth $2.05K as of Q2 2026.
  • JPL Wealth Management bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • JPL Wealth Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's W.R. Berkley position peaked at $2.61K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.