PFS Partners’s W.R. Berkley WRB Stock Holding History

PFS 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	$52.6K	Hold	746	–	–	0.02%	197
2026 Q1	$49.4K	Buy	746 +1	+0.1%	+$69	0.02%	177
2025 Q4	$52.2K	Buy	745 +11	+1%	+$811	0.02%	180
2025 Q3	$56.2K	Buy	734 +1	+0.1%	+$71	0.03%	163
2025 Q2	$53.8K	Buy	733 +6	+0.8%	+$430	0.03%	155
2025 Q1	$51.7K	Buy	727 +1	+0.1%	+$61	0.03%	144
2024 Q4	$42.5K	Buy	726 +7	+1%	+$419	0.02%	158
2024 Q3	$40.8K	Buy	719 +5	+0.7%	+$281	0.02%	150
2024 Q2	$37.4K	Buy	714 +4	+0.6%	+$214	0.02%	145
2024 Q1	$41.8K	Buy	710 +2	+0.3%	+$108	0.03%	131
2023 Q4	$33.4K	Buy	708 +12	+2%	+$547	0.02%	153
2023 Q3	$29.4K	Hold	696	–	–	0.03%	149
2023 Q2	$27.6K	Buy	696 +1	+0.1%	+$39	0.02%	163
2023 Q1	$28.8K	Buy	695 +6	+0.9%	+$268	0.03%	134
2022 Q4	$33.3K	Buy	689 +3	+0.4%	+$145	0.04%	111
2022 Q3	$29.5K	Buy	686 +6	+0.9%	+$260	0.03%	109
2022 Q2	$30.9K	Hold	680	–	–	0.03%	107
2022 Q1	$30.2K	Hold	680	–	–	0.03%	130
2021 Q4	$24.9K	Buy	+680	New	+$24.1K	0.02%	143

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS Partners's WRB Position: Q2 2026 in Review

PFS Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 746 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #197.

PFS Partners first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.2K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

PFS Partners held 746 shares of W.R. Berkley worth $52.6K as of Q2 2026.
PFS Partners left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.02% of PFS Partners's portfolio in Q2 2026, its #197 holding.
PFS Partners first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
PFS Partners's W.R. Berkley position peaked at $56.2K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.