Raffa Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6K | Buy |
85
+1
| +1% | +$67 | ﹤0.01% | 551 |
|
|
2026
Q1 | $5.57K | Buy |
84
+3
| +4% | +$207 | ﹤0.01% | 506 |
|
|
2025
Q4 | $5.68K | Hold |
81
| – | – | ﹤0.01% | 498 |
|
|
2025
Q3 | $6.21K | Hold |
81
| – | – | ﹤0.01% | 448 |
|
|
2025
Q2 | $5.95K | Hold |
81
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $5.76K | Hold |
81
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $4.74K | Buy |
81
+45
| +125% | +$2.69K | ﹤0.01% | 452 |
|
|
2024
Q3 | $2.04K | Hold |
36
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $1.89K | Hold |
36
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $2.12K | Sell |
36
-18
| -33% | -$974 | ﹤0.01% | 692 |
|
|
2023
Q4 | $2.55K | Hold |
54
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $2.29K | Hold |
54
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $2.14K | Hold |
54
| – | – | ﹤0.01% | 583 |
|
|
2023
Q1 | $2.24K | Hold |
54
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $2.61K | Hold |
54
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $2.33K | Hold |
54
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $2.46K | Hold |
54
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $2.4K | Hold |
54
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $1.98K | Hold |
54
| – | – | ﹤0.01% | 663 |
|
|
2021
Q3 | $1.76K | Hold |
54
| – | – | ﹤0.01% | 656 |
|
|
2021
Q2 | $1.79K | Hold |
54
| – | – | ﹤0.01% | 656 |
|
|
2021
Q1 | $1.81K | Hold |
54
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $1.59K | Hold |
54
| – | – | ﹤0.01% | 611 |
|
|
2020
Q3 | $1.47K | Hold |
54
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $1.38K | Hold |
54
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $1.25K | Hold |
54
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $1.66K | Hold |
54
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $1.73K | Buy |
+54
| New | +$1.69K | ﹤0.01% | 425 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$1.36K | – | 1408 |
|
|
2019
Q1 | $1.36K | Hold |
54
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $1.18K | Hold |
54
| – | – | ﹤0.01% | 470 |
|
|
2018
Q3 | $1.28K | Hold |
54
| – | – | ﹤0.01% | 496 |
|
|
2018
Q2 | $1.16K | Hold |
54
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $1.16K | Buy |
+54
| New | +$1.13K | ﹤0.01% | 481 |
|
Other funds holding WRB
MSI
Raffa Wealth Management's WRB Position: Q2 2026 in Review
Raffa Wealth Management increased its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, buying an estimated $67 and bringing the position to 85 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.
Raffa Wealth Management first reported a position in WRB in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.21K in Q3 2025. 906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Raffa Wealth Management held 85 shares of W.R. Berkley worth $6K as of Q2 2026.
- Raffa Wealth Management bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
- W.R. Berkley made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #551 holding.
- Raffa Wealth Management first reported a position in W.R. Berkley in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's W.R. Berkley position peaked at $6.21K in Q3 2025.
- 906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.