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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JPL Wealth Management's WRB Position: Q1 2026 in Review

JPL Wealth Management opened a new position in W.R. Berkley (WRB) in Q1 2026: 28 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WRB as recently as Q3 2025.

JPL Wealth Management first reported a position in WRB in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.61K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • JPL Wealth Management held 28 shares of W.R. Berkley worth $1.86K as of Q1 2026.
  • W.R. Berkley was a new JPL Wealth Management position in Q1 2026.
  • W.R. Berkley made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1002 holding.
  • JPL Wealth Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's W.R. Berkley position peaked at $2.61K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.