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

Kingsview 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	$226K	Buy	3,209 +124	+4%	+$8.31K	﹤0.01%	1308
2026 Q1	$204K	Buy	3,085 +47	+2%	+$3.24K	﹤0.01%	1250
2025 Q4	$213K	Sell	3,038 -30	-1%	-$2.21K	﹤0.01%	1150
2025 Q3	$235K	Buy	+3,068	New	+$218K	﹤0.01%	1070
2023 Q2	–	Sell	-6,545	Closed	-$272K	–	983
2023 Q1	$272K	Sell	6,545 -4	-0.1%	-$179	0.01%	742
2022 Q4	$317K	Sell	6,549 -12,981	-66%	-$626K	0.01%	650
2022 Q3	$841K	Sell	19,530 -10,920	-36%	-$474K	0.04%	368
2022 Q2	$1.39M	Buy	+30,450	New	+$1.38M	0.07%	286

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kingsview Wealth Management increased its W.R. Berkley (WRB) stake by 4% in Q2 2026, buying an estimated $8.31K and bringing the position to 3,209 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Kingsview Wealth Management first reported a position in WRB in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2022. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Kingsview Wealth Management held 3,209 shares of W.R. Berkley worth $226K as of Q2 2026.
Kingsview Wealth Management bought 124 W.R. Berkley shares in Q2 2026, an estimated $8.31K.
W.R. Berkley made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1308 holding.
Kingsview Wealth Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 8 quarters since.
Kingsview Wealth Management's W.R. Berkley position peaked at $1.39M in Q2 2022.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.