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PUREfi Wealth’s W.R. Berkley WRB Stock Holding History

PUREfi Wealth’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
-3,082
Closed -$204K – 222
2026
Q1 		$204K Sell
3,082
-300
-9% -$20.7K 0.13% 182
2025
Q4 		$237K Hold
3,382
– – 0.18% 139
2025
Q3 		$259K Buy
3,382
+126
+4% +$8.97K 0.2% 136
2025
Q2 		$239K Buy
3,256
+340
+12% +$24.4K 0.19% 141
2025
Q1 		$208K Buy
+2,916
New +$179K 0.21% 130

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

PUREfi Wealth's WRB Position: Q2 2026 in Review

PUREfi Wealth sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,082 shares — an estimated $204K sold.

PUREfi Wealth first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • PUREfi Wealth reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • PUREfi Wealth sold 3,082 W.R. Berkley shares in Q2 2026, an estimated $204K.
  • PUREfi Wealth first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
  • PUREfi Wealth's W.R. Berkley position peaked at $259K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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