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Rachor Investment Advisory Services’s W.R. Berkley WRB Stock Holding History

Rachor Investment Advisory Services’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
-13
Closed -$862 – 425
2026
Q1 		$862 Hold
13
– – ﹤0.01% 330
2025
Q4 		$912 Buy
+13
New +$958 ﹤0.01% 312

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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

Rachor Investment Advisory Services's WRB Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 13 shares — an estimated $862 sold.

Rachor Investment Advisory Services first reported a position in WRB in Q4 2025 and held it in 2 quarters. The position peaked at $912 in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 13 W.R. Berkley shares in Q2 2026, an estimated $862.
  • Rachor Investment Advisory Services first reported a position in W.R. Berkley in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's W.R. Berkley position peaked at $912 in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.