Princeton Global Asset Management’s W.R. Berkley WRB Stock Holding History

Princeton Global Asset Management’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	$15.9K	Hold	225	–	–	﹤0.01%	525
2026 Q1	$14.9K	Hold	225	–	–	﹤0.01%	529
2025 Q4	$15.8K	Hold	225	–	–	﹤0.01%	520
2025 Q3	$17.2K	Hold	225	–	–	﹤0.01%	467
2025 Q2	$16.5K	Buy	+225	New	+$16.1K	﹤0.01%	465
2021 Q1	–	Sell	-889	Closed	-$26K	–	531
2020 Q4	$26K	Hold	889	–	–	0.01%	305
2020 Q3	$24K	Hold	889	–	–	0.01%	277
2020 Q2	$22K	Sell	889 -15,199	-94%	-$373K	0.01%	341
2020 Q1	$373K	Buy	16,088 +3,432	+27%	+$102K	0.17%	128
2019 Q4	$389K	Buy	12,656 +2,025	+19%	+$62.5K	0.16%	126
2019 Q3	$336K	Hold	10,631	–	–	0.19%	121
2019 Q2	$312K	Hold	10,631	–	–	0.19%	123
2019 Q1	$266K	Buy	10,631 +2,362	+29%	+$55.7K	0.18%	125
2018 Q4	$181K	Buy	+8,269	New	+$186K	0.16%	121

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 $3.38T AUM 44.17% 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

Princeton Global Asset Management's WRB Position: Q2 2026 in Review

Princeton Global Asset Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 225 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Princeton Global Asset Management first reported a position in WRB in Q4 2018 and has held it in 14 quarters since. The position peaked at $389K in Q4 2019. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Princeton Global Asset Management held 225 shares of W.R. Berkley worth $15.9K as of Q2 2026.
Princeton Global Asset Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #525 holding.
Princeton Global Asset Management first reported a position in W.R. Berkley in Q4 2018 and has held it in 14 quarters since.
Princeton Global Asset Management's W.R. Berkley position peaked at $389K in Q4 2019.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.