MFG
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Merit Financial Group’s W.R. Berkley WRB Stock Holding History

Merit Financial 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 		$765K Buy
10,844
+807
+8% +$54.1K ﹤0.01% 1232
2026
Q1 		$665K Sell
10,037
-4,615
-31% -$318K ﹤0.01% 1198
2025
Q4 		$1.03M Sell
14,652
-3,833
-21% -$282K 0.01% 945
2025
Q3 		$1.42M Sell
18,485
-385
-2% -$27.4K 0.01% 700
2025
Q2 		$1.39M Buy
18,870
+1,338
+8% +$95.9K 0.02% 646
2025
Q1 		$1.25M Buy
17,532
+7,961
+83% +$488K 0.02% 576
2024
Q4 		$560K Buy
+9,571
New +$573K 0.01% 691

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

Merit Financial Group's WRB Position: Q2 2026 in Review

Merit Financial Group increased its W.R. Berkley (WRB) stake by 8% in Q2 2026, buying an estimated $54.1K and bringing the position to 10,844 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Merit Financial Group first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Merit Financial Group held 10,844 shares of W.R. Berkley worth $765K as of Q2 2026.
  • Merit Financial Group bought 807 W.R. Berkley shares in Q2 2026, an estimated $54.1K.
  • W.R. Berkley made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1232 holding.
  • Merit Financial Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's W.R. Berkley position peaked at $1.42M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.