MBL Wealth’s W.R. Berkley WRB Stock Holding History

MBL Wealth’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 Q3	$427K	Buy	+6,319	New	+$446K	0.03%	346

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

MBL Wealth's WRB Position: Q3 2026 in Review

MBL Wealth opened a new position in W.R. Berkley (WRB) in Q3 2026: 6,319 shares worth $427K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings.

747 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

MBL Wealth held 6,319 shares of W.R. Berkley worth $427K as of Q3 2026.
W.R. Berkley was a new MBL Wealth position in Q3 2026.
W.R. Berkley made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #346 holding.
747 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.