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

Mascoma 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 		$5.29K Hold
75
– – ﹤0.01% 373
2026
Q1 		$4.97K Hold
75
– – ﹤0.01% 370
2025
Q4 		$5.26K Hold
75
– – ﹤0.01% 363
2025
Q3 		$5.75K Sell
75
-1,050
-93% -$74.8K ﹤0.01% 365
2025
Q2 		$82.7K Hold
1,125
– – 0.02% 148
2025
Q1 		$80.1K Sell
1,125
-45
-4% -$2.76K 0.02% 154
2024
Q4 		$68.5K Hold
1,170
– – 0.02% 172
2024
Q3 		$66.4K Sell
1,170
-15
-1% -$842 0.02% 174
2024
Q2 		$62.1K Buy
+1,185
New +$63.5K 0.02% 176

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

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

Mascoma Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 75 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Mascoma Wealth Management first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $82.7K in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mascoma Wealth Management held 75 shares of W.R. Berkley worth $5.29K as of Q2 2026.
  • Mascoma Wealth Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Mascoma Wealth Management first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
  • Mascoma Wealth Management's W.R. Berkley position peaked at $82.7K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.