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Mosaic Family Wealth Partners’s W.R. Berkley WRB Stock Holding History

Mosaic Family Wealth Partners’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 		$1.92M Buy
+27,279
New +$1.83M 0.13% 125

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

Mosaic Family Wealth Partners's WRB Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 27,279 shares worth $1.92M. The stake represents 0.13% of the portfolio and ranks #125 among its holdings.

946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mosaic Family Wealth Partners held 27,279 shares of W.R. Berkley worth $1.92M as of Q2 2026.
  • W.R. Berkley was a new Mosaic Family Wealth Partners position in Q2 2026.
  • W.R. Berkley made up 0.13% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.