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Nvest Wealth Strategies’s W.R. Berkley WRB Stock Holding History

Nvest Wealth Strategies’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
-4
Closed -$266 – 433
2026
Q1 		$266 Buy
+4
New +$275 ﹤0.01% 365

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Wealth Strategies's WRB Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 4 shares — an estimated $266 sold.

Nvest Wealth Strategies first reported a position in WRB in Q1 2026 and held it in 1 quarter. The position peaked at $266 in Q1 2026. 511 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 4 W.R. Berkley shares in Q2 2026, an estimated $266.
  • Nvest Wealth Strategies first reported a position in W.R. Berkley in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's W.R. Berkley position peaked at $266 in Q1 2026.
  • 511 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.