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Larson Financial Group’s W.R. Berkley WRB Stock Holding History

Larson Financial Group’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 		$34.3K Buy
487
+185
+61% +$12.4K ﹤0.01% 1702
2026
Q1 		$20K Sell
302
-3
-1% -$207 ﹤0.01% 1846
2025
Q4 		$21.4K Buy
305
+80
+36% +$5.89K ﹤0.01% 1684
2025
Q3 		$17.2K Sell
225
-215
-49% -$15.3K ﹤0.01% 1726
2025
Q2 		$32.3K Buy
440
+314
+249% +$22.5K ﹤0.01% 1261
2025
Q1 		$8.97K Buy
126
+26
+26% +$1.59K ﹤0.01% 1679
2024
Q4 		$5.85K Sell
100
-25
-20% -$1.5K ﹤0.01% 1630
2024
Q3 		$7.09K Buy
125
+104
+495% +$5.84K ﹤0.01% 1598
2024
Q2 		$1.1K Buy
21
+18
+600% +$964 ﹤0.01% 1691
2024
Q1 		$177 Hold
3
– – ﹤0.01% 1650
2023
Q4 		$141 Buy
+3
New +$137 ﹤0.01% 1680
2022
Q3 		– Sell
-560
Closed -$25K – 1414
2022
Q2 		$25K Hold
560
– – ﹤0.01% 507
2022
Q1 		$25K Buy
560
+2
+0.4% +$80 ﹤0.01% 493
2021
Q4 		$20K Buy
+558
New +$19.8K ﹤0.01% 544

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

Larson Financial Group's WRB Position: Q2 2026 in Review

Larson Financial Group increased its W.R. Berkley (WRB) stake by 61% in Q2 2026, buying an estimated $12.4K and bringing the position to 487 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Larson Financial Group first reported a position in WRB in Q4 2021 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Larson Financial Group held 487 shares of W.R. Berkley worth $34.3K as of Q2 2026.
  • Larson Financial Group bought 185 W.R. Berkley shares in Q2 2026, an estimated $12.4K.
  • W.R. Berkley made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1702 holding.
  • Larson Financial Group first reported a position in W.R. Berkley in Q4 2021 and has held it in 14 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.