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ORG Wealth Partners’s W.R. Berkley WRB Stock Holding History

ORG Wealth Partners’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 		$314K Buy
4,458
+1,255
+39% +$84.1K 0.05% 205
2026
Q1 		$212K Buy
3,203
+1,065
+50% +$73.3K 0.04% 221
2025
Q4 		$150K Sell
2,138
-95
-4% -$7K 0.04% 242
2025
Q3 		$171K Sell
2,233
-907
-29% -$64.6K 0.04% 222
2025
Q2 		$229K Buy
3,140
+979
+45% +$70.2K 0.05% 169
2025
Q1 		$152K Sell
2,161
-886
-29% -$54.3K 0.05% 208
2024
Q4 		$178K Buy
3,047
+437
+17% +$26.2K 0.06% 133
2024
Q3 		$148K Buy
+2,610
New +$147K 0.05% 142

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

ORG Wealth Partners's WRB Position: Q2 2026 in Review

ORG Wealth Partners increased its W.R. Berkley (WRB) stake by 39% in Q2 2026, buying an estimated $84.1K and bringing the position to 4,458 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #205.

ORG Wealth Partners first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • ORG Wealth Partners held 4,458 shares of W.R. Berkley worth $314K as of Q2 2026.
  • ORG Wealth Partners bought 1,255 W.R. Berkley shares in Q2 2026, an estimated $84.1K.
  • W.R. Berkley made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • ORG Wealth Partners first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.