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Philadelphia Investment Partners’s W.R. Berkley WRB Stock Holding History

Philadelphia Investment 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 		– Sell
-69
Closed -$4.59K – 201
2026
Q1 		$4.59K Buy
+69
New +$4.75K ﹤0.01% 157

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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

Philadelphia Investment Partners's WRB Position: Q2 2026 in Review

Philadelphia Investment Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 69 shares — an estimated $4.59K sold.

Philadelphia Investment Partners first reported a position in WRB in Q1 2026 and held it in 1 quarter. The position peaked at $4.59K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Philadelphia Investment Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Philadelphia Investment Partners sold 69 W.R. Berkley shares in Q2 2026, an estimated $4.59K.
  • Philadelphia Investment Partners first reported a position in W.R. Berkley in Q1 2026 and held it in 1 quarter.
  • Philadelphia Investment Partners's W.R. Berkley position peaked at $4.59K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.