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Purpose Unlimited Inc’s W.R. Berkley WRB Stock Holding History

Purpose Unlimited Inc’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 		$1.41K Sell
20
-15
-43% -$1K ﹤0.01% 553
2026
Q1 		$2.32K Buy
+35
New +$2.41K ﹤0.01% 492

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Purpose Unlimited Inc's WRB Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its W.R. Berkley (WRB) stake by 43% in Q2 2026, selling an estimated $1K and leaving 20 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Purpose Unlimited Inc first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.32K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Purpose Unlimited Inc held 20 shares of W.R. Berkley worth $1.41K as of Q2 2026.
  • Purpose Unlimited Inc sold 15 W.R. Berkley shares in Q2 2026, an estimated $1K.
  • W.R. Berkley made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #553 holding.
  • Purpose Unlimited Inc first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's W.R. Berkley position peaked at $2.32K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.