PCS
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Personal CFO Solutions’s W.R. Berkley WRB Stock Holding History

Personal CFO Solutions’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
Q1 		$1.58M Buy
23,802
+364
+2% +$25.1K 0.22% 72
2025
Q4 		$1.64M Sell
23,438
-629
-3% -$46.4K 0.26% 63
2025
Q3 		$1.84M Sell
24,067
-26
-0.1% -$1.85K 0.32% 55
2025
Q2 		$1.77M Buy
24,093
+121
+0.5% +$8.67K 0.33% 57
2025
Q1 		$1.71M Buy
23,972
+27
+0.1% +$1.66K 0.35% 51
2024
Q4 		$1.4M Buy
23,945
+14
+0.1% +$839 0.28% 67
2024
Q3 		$1.36M Buy
23,931
+117
+0.5% +$6.57K 0.19% 101
2024
Q2 		$1.25M Sell
23,814
-117
-0.5% -$6.27K 0.19% 99
2024
Q1 		$1.41M Buy
23,931
+3
+0% +$162 0.22% 89
2023
Q4 		$1.13M Sell
23,928
-1,230
-5% -$56.1K 0.2% 97
2023
Q3 		$1.06M Sell
25,158
-2
-0% -$83 0.21% 94
2023
Q2 		$999K Sell
25,160
-4,182
-14% -$164K 0.2% 96
2023
Q1 		$1.22M Sell
29,342
-1,887
-6% -$84.4K 0.25% 75
2022
Q4 		$1.51M Buy
31,229
+1,344
+4% +$64.8K 0.32% 63
2022
Q3 		$1.29M Buy
29,885
+5,753
+24% +$250K 0.32% 57
2022
Q2 		$1.1M Buy
24,132
+3
+0% +$136 0.26% 67
2022
Q1 		$1.07M Buy
24,129
+328
+1% +$13.1K 0.21% 97
2021
Q4 		$872K Buy
23,801
+7
+0% +$248 0.16% 124
2021
Q3 		$774K Buy
23,794
+2,021
+9% +$66.6K 0.16% 133
2021
Q2 		$720K Buy
21,773
+5,521
+34% +$191K 0.15% 134
2021
Q1 		$544K Buy
16,252
+198
+1% +$6.11K 0.12% 156
2020
Q4 		$474K Buy
16,054
+342
+2% +$9.86K 0.12% 169
2020
Q3 		$0 Buy
15,712
+2,050
+15% +$56.2K ﹤0.01% 336
2020
Q2 		$348K Buy
+13,662
New +$335K 0.1% 186
2020
Q1 		– Sell
-7,693
Closed -$236K – 376
2019
Q4 		$236K Buy
+7,693
New +$237K 0.07% 278

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Personal CFO Solutions's WRB Position: Q1 2026 in Review

Personal CFO Solutions increased its W.R. Berkley (WRB) stake by 1.6% in Q1 2026, buying an estimated $25.1K and bringing the position to 23,802 shares worth $1.58M. The position accounts for 0.22% of the portfolio, ranked #72.

Personal CFO Solutions first reported a position in WRB in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.84M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Personal CFO Solutions held 23,802 shares of W.R. Berkley worth $1.58M as of Q1 2026.
  • Personal CFO Solutions bought 364 W.R. Berkley shares in Q1 2026, an estimated $25.1K.
  • W.R. Berkley made up 0.22% of Personal CFO Solutions's portfolio in Q1 2026, its #72 holding.
  • Personal CFO Solutions first reported a position in W.R. Berkley in Q4 2019 and has held it in 25 quarters since.
  • Personal CFO Solutions's W.R. Berkley position peaked at $1.84M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.