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Legacy Wealth Management (Idaho)’s W.R. Berkley WRB Stock Holding History

Legacy Wealth Management (Idaho)’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
-95
Closed -$6.3K – 974
2026
Q1 		$6.3K Hold
95
– – ﹤0.01% 576
2025
Q4 		$6.66K Buy
95
+42
+79% +$3.1K ﹤0.01% 491
2025
Q3 		$4.06K Hold
53
– – ﹤0.01% 459
2025
Q2 		$3.89K Sell
53
-14
-21% -$1K ﹤0.01% 430
2025
Q1 		$4.77K Hold
67
– – ﹤0.01% 429
2024
Q4 		$4.12K Buy
67
+14
+26% +$839 ﹤0.01% 411
2024
Q3 		$3.19K Buy
+53
New +$2.98K ﹤0.01% 437

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 Wealth Management (Idaho)'s WRB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 95 shares — an estimated $6.3K sold.

Legacy Wealth Management (Idaho) first reported a position in WRB in Q3 2024 and held it in 7 quarters. The position peaked at $6.66K in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 95 W.R. Berkley shares in Q2 2026, an estimated $6.3K.
  • Legacy Wealth Management (Idaho) first reported a position in W.R. Berkley in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s W.R. Berkley position peaked at $6.66K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.