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Lantz Financial’s W.R. Berkley WRB Stock Holding History

Lantz Financial’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 		$216K Buy
+3,063
New +$205K 0.04% 251
2026
Q1 		– Sell
-3,034
Closed -$213K – 258
2025
Q4 		$213K Sell
3,034
-57
-2% -$4.2K 0.04% 240
2025
Q3 		$237K Buy
3,091
+6
+0.2% +$427 0.05% 226
2025
Q2 		$227K Sell
3,085
-93
-3% -$6.67K 0.06% 221
2025
Q1 		$226K Buy
+3,178
New +$195K 0.06% 200

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

Lantz Financial's WRB Position: Q2 2026 in Review

Lantz Financial opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,063 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #251 among its holdings. This is a return to the name: Lantz Financial previously reported a position in WRB as recently as Q4 2025.

Lantz Financial first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $237K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Lantz Financial held 3,063 shares of W.R. Berkley worth $216K as of Q2 2026.
  • W.R. Berkley was a new Lantz Financial position in Q2 2026.
  • W.R. Berkley made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #251 holding.
  • Lantz Financial first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Lantz Financial's W.R. Berkley position peaked at $237K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.