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REAP Financial Group’s W.R. Berkley WRB Stock Holding History

REAP Financial Group’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 		$61.3K Buy
869
+6
+0.7% +$402 0.01% 270
2026
Q1 		$57.2K Buy
863
+37
+4% +$2.55K 0.01% 275
2025
Q4 		$57.9K Buy
826
+136
+20% +$10K 0.01% 277
2025
Q3 		$52.9K Buy
690
+57
+9% +$4.06K 0.01% 262
2025
Q2 		$46.5K Buy
633
+378
+148% +$27.1K 0.01% 275
2025
Q1 		$18.1K Buy
255
+74
+41% +$4.54K ﹤0.01% 314
2024
Q4 		$10.6K Sell
181
-6
-3% -$359 ﹤0.01% 360
2024
Q3 		$10.6K Sell
187
-7
-4% -$393 ﹤0.01% 350
2024
Q2 		$10.1K Buy
194
+81
+72% +$4.34K ﹤0.01% 338
2024
Q1 		$6.6K Buy
113
+5
+5% +$270 ﹤0.01% 414
2023
Q4 		$5.07K Buy
+108
New +$4.92K ﹤0.01% 468

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

REAP Financial Group's WRB Position: Q2 2026 in Review

REAP Financial Group increased its W.R. Berkley (WRB) stake by 0.7% in Q2 2026, buying an estimated $402 and bringing the position to 869 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #270.

REAP Financial Group first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • REAP Financial Group held 869 shares of W.R. Berkley worth $61.3K as of Q2 2026.
  • REAP Financial Group bought 6 W.R. Berkley shares in Q2 2026, an estimated $402.
  • W.R. Berkley made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #270 holding.
  • REAP Financial Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.