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Measured Wealth Private Client Group’s W.R. Berkley WRB Stock Holding History

Measured Wealth Private Client 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 		$66.7K Sell
946
-44
-4% -$2.95K 0.02% 284
2026
Q1 		$65.6K Hold
990
– – 0.02% 264
2025
Q4 		$69.4K Hold
990
– – 0.02% 279
2025
Q3 		$75.9K Buy
+990
New +$70.5K 0.02% 261

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

Measured Wealth Private Client Group's WRB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its W.R. Berkley (WRB) stake by 4.4% in Q2 2026, selling an estimated $2.95K and leaving 946 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #284.

Measured Wealth Private Client Group first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $75.9K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Measured Wealth Private Client Group held 946 shares of W.R. Berkley worth $66.7K as of Q2 2026.
  • Measured Wealth Private Client Group sold 44 W.R. Berkley shares in Q2 2026, an estimated $2.95K.
  • W.R. Berkley made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #284 holding.
  • Measured Wealth Private Client Group first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's W.R. Berkley position peaked at $75.9K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.