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

Mission 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	$576K	Buy	8,161 +3,520	+76%	+$236K	0.01%	639
2026 Q1	$308K	Sell	4,641 -10	-0.2%	-$689	0.01%	603
2025 Q4	$326K	Sell	4,651 -82	-2%	-$6.04K	0.01%	594
2025 Q3	$363K	Sell	4,733 -7,679	-62%	-$547K	0.01%	561
2025 Q2	$912K	Buy	12,412 +7,037	+131%	+$504K	0.02%	346
2025 Q1	$382K	Buy	+5,375	New	+$329K	0.01%	518

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Mission Wealth Management increased its W.R. Berkley (WRB) stake by 76% in Q2 2026, buying an estimated $236K and bringing the position to 8,161 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #639.

Mission Wealth Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $912K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Mission Wealth Management held 8,161 shares of W.R. Berkley worth $576K as of Q2 2026.
Mission Wealth Management bought 3,520 W.R. Berkley shares in Q2 2026, an estimated $236K.
W.R. Berkley made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #639 holding.
Mission Wealth Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
Mission Wealth Management's W.R. Berkley position peaked at $912K in Q2 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.