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Keating Financial Advisory Services’s W.R. Berkley WRB Stock Holding History

Keating Financial Advisory Services’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 		$23.8K Buy
337
+112
+50% +$7.5K ﹤0.01% 918
2026
Q1 		$14.9K Buy
225
+39
+21% +$2.69K ﹤0.01% 1000
2025
Q4 		$13K Buy
+186
New +$13.7K ﹤0.01% 1011

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

Keating Financial Advisory Services's WRB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its W.R. Berkley (WRB) stake by 50% in Q2 2026, buying an estimated $7.5K and bringing the position to 337 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Keating Financial Advisory Services first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Keating Financial Advisory Services held 337 shares of W.R. Berkley worth $23.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 112 W.R. Berkley shares in Q2 2026, an estimated $7.5K.
  • W.R. Berkley made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #918 holding.
  • Keating Financial Advisory Services first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.