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Key Financial Inc’s W.R. Berkley WRB Stock Holding History

Key Financial Inc’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 		$1.34K Hold
19
– – ﹤0.01% 1191
2026
Q1 		$1.26K Hold
19
– – ﹤0.01% 1228
2025
Q4 		$1.33K Sell
19
-87
-82% -$6.41K ﹤0.01% 1226
2025
Q3 		$7.99K Hold
106
– – ﹤0.01% 939
2025
Q2 		$7.79K Hold
106
– – ﹤0.01% 922
2025
Q1 		$7.54K Hold
106
– – ﹤0.01% 890
2024
Q4 		$6.2K Buy
106
+87
+458% +$5.21K ﹤0.01% 925
2024
Q3 		$1.08K Sell
19
-1
-5% -$56 ﹤0.01% 1185
2024
Q2 		$1.02K Buy
+20
New +$1.07K ﹤0.01% 1180

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

Key Financial Inc's WRB Position: Q2 2026 in Review

Key Financial Inc held its W.R. Berkley (WRB) position steady in Q2 2026 at 19 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Key Financial Inc first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.99K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Key Financial Inc held 19 shares of W.R. Berkley worth $1.34K as of Q2 2026.
  • Key Financial Inc left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1191 holding.
  • Key Financial Inc first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
  • Key Financial Inc's W.R. Berkley position peaked at $7.99K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.