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Newbridge Financial Services Group’s W.R. Berkley WRB Stock Holding History

Newbridge Financial Services 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 		– Sell
-15
Closed -$994 – 1286
2026
Q1 		$994 Sell
15
-25,063
-100% -$1.73M ﹤0.01% 1082
2025
Q4 		$1.76M Sell
25,078
-1,045
-4% -$77K 0.27% 74
2025
Q3 		$2M Buy
26,123
+4,041
+18% +$288K 0.3% 71
2025
Q2 		$1.62M Buy
22,082
+20,637
+1,428% +$1.48M 0.26% 79
2025
Q1 		$103K Buy
1,445
+103
+8% +$6.31K 0.03% 259
2024
Q4 		$78.5K Buy
+1,342
New +$80.4K 0.02% 310

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

Newbridge Financial Services Group's WRB Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 15 shares — an estimated $994 sold.

Newbridge Financial Services Group first reported a position in WRB in Q4 2024 and held it in 6 quarters. The position peaked at $2M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 15 W.R. Berkley shares in Q2 2026, an estimated $994.
  • Newbridge Financial Services Group first reported a position in W.R. Berkley in Q4 2024 and held it in 6 quarters.
  • Newbridge Financial Services Group's W.R. Berkley position peaked at $2M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.