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Legacy Capital Wealth Partners’s W.R. Berkley WRB Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-3,880
Closed -$257K – 424
2026
Q1 		$257K Sell
3,880
-1,623
-29% -$112K 0.05% 323
2025
Q4 		$386K Sell
5,503
-140
-2% -$10.3K 0.08% 248
2025
Q3 		$432K Sell
5,643
-91
-2% -$6.48K 0.09% 233
2025
Q2 		$421K Sell
5,734
-382
-6% -$27.4K 0.1% 233
2025
Q1 		$435K Sell
6,116
-1,599
-21% -$98K 0.11% 210
2024
Q4 		$451K Buy
+7,715
New +$462K 0.11% 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

Legacy Capital Wealth Partners's WRB Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,880 shares — an estimated $257K sold.

Legacy Capital Wealth Partners first reported a position in WRB in Q4 2024 and held it in 6 quarters. The position peaked at $451K in Q4 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 3,880 W.R. Berkley shares in Q2 2026, an estimated $257K.
  • Legacy Capital Wealth Partners first reported a position in W.R. Berkley in Q4 2024 and held it in 6 quarters.
  • Legacy Capital Wealth Partners's W.R. Berkley position peaked at $451K in Q4 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.