Private Wealth Management Group’s W.R. Berkley WRB Stock Holding History

Private Wealth Management Group’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	$21.2K	Hold	300	–	–	﹤0.01%	371
2026 Q1	$19.9K	Hold	300	–	–	0.01%	342
2025 Q4	$21K	Hold	300	–	–	0.01%	313
2025 Q3	$23K	Hold	300	–	–	0.01%	298
2025 Q2	$22K	Hold	300	–	–	0.01%	279
2025 Q1	$21.3K	Hold	300	–	–	0.01%	282
2024 Q4	$17.6K	Hold	300	–	–	0.01%	335
2024 Q3	$17K	Hold	300	–	–	0.01%	325
2024 Q2	$15.7K	Hold	300	–	–	0.01%	331
2024 Q1	$17.7K	Hold	300	–	–	0.01%	293
2023 Q4	$14.1K	Buy	+300	New	+$13.7K	0.01%	330

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

Private Wealth Management Group's WRB Position: Q2 2026 in Review

Private Wealth Management Group held its W.R. Berkley (WRB) position steady in Q2 2026 at 300 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Private Wealth Management Group first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $23K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Private Wealth Management Group held 300 shares of W.R. Berkley worth $21.2K as of Q2 2026.
Private Wealth Management Group left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #371 holding.
Private Wealth Management Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's W.R. Berkley position peaked at $23K in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.