Net Worth Advisory Group’s W.R. Berkley WRB Stock Holding History

Net Worth Advisory 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	$747K	Sell	10,593 -845	-7%	-$56.6K	0.19%	126
2026 Q1	$758K	Sell	11,438 -1,102	-9%	-$75.9K	0.16%	134
2025 Q4	$879K	Buy	12,540 +1,240	+11%	+$91.4K	0.18%	105
2025 Q3	$866K	Sell	11,300 -1,926	-15%	-$137K	0.25%	77
2025 Q2	$972K	Sell	13,226 -611	-4%	-$43.8K	0.22%	89
2025 Q1	$985K	Buy	13,837 +279	+2%	+$17.1K	0.31%	56
2024 Q4	$793K	Buy	13,558 +445	+3%	+$26.7K	0.24%	84
2024 Q3	$744K	Buy	+13,113	New	+$736K	0.22%	101

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Net Worth Advisory Group's WRB Position: Q2 2026 in Review

Net Worth Advisory Group reduced its W.R. Berkley (WRB) stake by 7.4% in Q2 2026, selling an estimated $56.6K and leaving 10,593 shares worth $747K. The position accounts for 0.19% of the portfolio, ranked #126.

Net Worth Advisory Group first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $985K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Net Worth Advisory Group held 10,593 shares of W.R. Berkley worth $747K as of Q2 2026.
Net Worth Advisory Group sold 845 W.R. Berkley shares in Q2 2026, an estimated $56.6K.
W.R. Berkley made up 0.19% of Net Worth Advisory Group's portfolio in Q2 2026, its #126 holding.
Net Worth Advisory Group first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's W.R. Berkley position peaked at $985K in Q1 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.