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Principia Wealth Advisory’s W.R. Berkley WRB Stock Holding History

Principia Wealth Advisory’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 		$1.2K Sell
17
-1
-6% -$67 ﹤0.01% 724
2026
Q1 		$1.19K Buy
18
+4
+29% +$275 ﹤0.01% 655
2025
Q4 		$982 Sell
14
-2
-13% -$147 ﹤0.01% 673
2025
Q3 		$1.23K Buy
16
+2
+14% +$142 ﹤0.01% 578
2025
Q2 		$1.03K Buy
14
+4
+40% +$287 ﹤0.01% 565
2025
Q1 		$669 Buy
10
+1
+11% +$61 ﹤0.01% 500
2024
Q4 		$527 Buy
+9
New +$539 ﹤0.01% 525

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's WRB Position: Q2 2026 in Review

Principia Wealth Advisory reduced its W.R. Berkley (WRB) stake by 5.6% in Q2 2026, selling an estimated $67 and leaving 17 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Principia Wealth Advisory first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Principia Wealth Advisory held 17 shares of W.R. Berkley worth $1.2K as of Q2 2026.
  • Principia Wealth Advisory sold 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #724 holding.
  • Principia Wealth Advisory first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's W.R. Berkley position peaked at $1.23K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.