QWM
WRB icon

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

Quaker Wealth Management’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 		$635 Buy
9
+1
+13% +$67 ﹤0.01% 689
2026
Q1 		$531 Sell
8
-3
-27% -$207 ﹤0.01% 685
2025
Q4 		$772 Buy
11
+3
+38% +$221 ﹤0.01% 595
2025
Q3 		$613 Hold
8
– – ﹤0.01% 556
2025
Q2 		$588 Buy
+8
New +$573 ﹤0.01% 573

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

Quaker Wealth Management's WRB Position: Q2 2026 in Review

Quaker Wealth Management increased its W.R. Berkley (WRB) stake by 13% in Q2 2026, buying an estimated $67 and bringing the position to 9 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Quaker Wealth Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $772 in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Quaker Wealth Management held 9 shares of W.R. Berkley worth $635 as of Q2 2026.
  • Quaker Wealth Management bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Quaker Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's W.R. Berkley position peaked at $772 in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.