NW
WRB icon

NewEdge Wealth’s W.R. Berkley WRB Stock Holding History

NewEdge Wealth’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 		$4.55M Sell
64,538
-11,520
-15% -$772K 0.05% 260
2026
Q1 		$5.04M Sell
76,058
-14,094
-16% -$971K 0.06% 216
2025
Q4 		$6.32M Sell
90,152
-3,620
-4% -$267K 0.07% 189
2025
Q3 		$7.01M Sell
93,772
-1,617
-2% -$115K 0.1% 164
2025
Q2 		$6.69M Sell
95,389
-1,485
-2% -$106K 0.1% 158
2025
Q1 		$6.89M Buy
96,874
+906
+0.9% +$55.5K 0.12% 139
2024
Q4 		$5.62M Buy
95,968
+3,615
+4% +$217K 0.1% 166
2024
Q3 		$5.24M Buy
92,353
+5,627
+6% +$316K 0.09% 185
2024
Q2 		$4.54M Buy
86,726
+912
+1% +$48.9K 0.1% 174
2024
Q1 		$4.52M Buy
85,814
+9,309
+12% +$504K 0.1% 178
2023
Q4 		$3.61M Buy
76,505
+2,781
+4% +$127K 0.09% 189
2023
Q3 		$3.12M Buy
73,724
+6,296
+9% +$261K 0.1% 179
2023
Q2 		$2.68M Buy
67,428
+2,059
+3% +$80.9K 0.09% 203
2023
Q1 		$2.71M Sell
65,369
-21,045
-24% -$942K 0.1% 180
2022
Q4 		$4.18M Buy
86,414
+3,146
+4% +$152K 0.18% 124
2022
Q3 		$3.58M Sell
83,268
-10,220
-11% -$444K 0.17% 129
2022
Q2 		$4.25M Buy
93,488
+44,267
+90% +$2.01M 0.19% 116
2022
Q1 		$2.19M Buy
49,221
+6,338
+15% +$253K 0.1% 149
2021
Q4 		$1.57M Buy
42,883
+1,964
+5% +$69.6K 0.07% 192
2021
Q3 		$1.33M Buy
40,919
+4,453
+12% +$147K 0.08% 158
2021
Q2 		$1.21M Buy
36,466
+1,206
+3% +$41.8K 0.09% 161
2021
Q1 		$1.18M Buy
+35,260
New +$1.09M 0.12% 143

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

NewEdge Wealth's WRB Position: Q2 2026 in Review

NewEdge Wealth reduced its W.R. Berkley (WRB) stake by 15% in Q2 2026, selling an estimated $772K and leaving 64,538 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #260.

NewEdge Wealth first reported a position in WRB in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.01M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • NewEdge Wealth held 64,538 shares of W.R. Berkley worth $4.55M as of Q2 2026.
  • NewEdge Wealth sold 11,520 W.R. Berkley shares in Q2 2026, an estimated $772K.
  • W.R. Berkley made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #260 holding.
  • NewEdge Wealth first reported a position in W.R. Berkley in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's W.R. Berkley position peaked at $7.01M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.