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

Nicholson Wealth Management 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 		$1.84M Sell
26,023
-818
-3% -$54.8K 1.08% 49
2026
Q1 		$1.78M Buy
26,841
+2,332
+10% +$161K 1.04% 51
2025
Q4 		$1.72M Buy
24,509
+3,309
+16% +$244K 1.01% 65
2025
Q3 		$1.62M Buy
21,200
+11,830
+126% +$842K 0.95% 56
2025
Q2 		$688K Buy
9,370
+5,541
+145% +$397K 0.42% 82
2025
Q1 		$272K Buy
+3,829
New +$235K 0.18% 96

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

Nicholson Wealth Management Group's WRB Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its W.R. Berkley (WRB) stake by 3% in Q2 2026, selling an estimated $54.8K and leaving 26,023 shares worth $1.84M. The position accounts for 1.08% of the portfolio, ranked #49.

Nicholson Wealth Management Group first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Nicholson Wealth Management Group held 26,023 shares of W.R. Berkley worth $1.84M as of Q2 2026.
  • Nicholson Wealth Management Group sold 818 W.R. Berkley shares in Q2 2026, an estimated $54.8K.
  • W.R. Berkley made up 1.08% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #49 holding.
  • Nicholson Wealth Management Group first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.