MWM
WRB icon

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

Moran 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
Q1 		– Sell
-172,670
Closed -$12.1M – 568
2025
Q4 		$12.1M Buy
172,670
+37,129
+27% +$2.74M 0.37% 84
2025
Q3 		$10.4M Buy
+135,541
New +$9.65M 0.31% 99
2023
Q3 		– Sell
-58,119
Closed -$2.31M – 436
2023
Q2 		$2.31M Sell
58,119
-14,487
-20% -$570K 0.09% 211
2023
Q1 		$3.01M Sell
72,606
-7,098
-9% -$318K 0.11% 191
2022
Q4 		$3.86M Buy
+79,704
New +$3.84M 0.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Moran Wealth Management's WRB Position: Q1 2026 in Review

Moran Wealth Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 172,670 shares — an estimated $12.1M sold.

Moran Wealth Management first reported a position in WRB in Q4 2022 and held it in 5 quarters. The position peaked at $12.1M in Q4 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Moran Wealth Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 172,670 W.R. Berkley shares in Q1 2026, an estimated $12.1M.
  • Moran Wealth Management first reported a position in W.R. Berkley in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's W.R. Berkley position peaked at $12.1M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.