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

Rialto 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 		$5.15K Buy
73
+48
+192% +$3.22K ﹤0.01% 732
2026
Q1 		$1.66K Buy
25
+10
+67% +$689 ﹤0.01% 928
2025
Q4 		$1.05K Buy
15
+2
+15% +$147 ﹤0.01% 977
2025
Q3 		$997 Sell
13
-3
-19% -$214 ﹤0.01% 938
2025
Q2 		$1.18K Buy
+16
New +$1.15K ﹤0.01% 789

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

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

Rialto Wealth Management increased its W.R. Berkley (WRB) stake by 192% in Q2 2026, buying an estimated $3.22K and bringing the position to 73 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Rialto Wealth Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Rialto Wealth Management held 73 shares of W.R. Berkley worth $5.15K as of Q2 2026.
  • Rialto Wealth Management bought 48 W.R. Berkley shares in Q2 2026, an estimated $3.22K.
  • W.R. Berkley made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #732 holding.
  • Rialto Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.