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Pure Financial Advisors’s W.R. Berkley WRB Stock Holding History

Pure Financial Advisors’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 		$234K Buy
+3,312
New +$222K ﹤0.01% 564

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Pure Financial Advisors's WRB Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,312 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Pure Financial Advisors held 3,312 shares of W.R. Berkley worth $234K as of Q2 2026.
  • W.R. Berkley was a new Pure Financial Advisors position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.