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Pacific Excel Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Pacific Excel Wealth Advisors’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 		$275K Buy
+3,893
New +$261K 0.11% 171

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's WRB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,893 shares worth $275K. The stake represents 0.11% of the portfolio and ranks #171 among its holdings.

953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Pacific Excel Wealth Advisors held 3,893 shares of W.R. Berkley worth $275K as of Q2 2026.
  • W.R. Berkley was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • W.R. Berkley made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.