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

Ritholtz 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 		$659K Buy
9,345
+764
+9% +$51.2K 0.01% 757
2026
Q1 		$569K Buy
8,581
+237
+3% +$16.3K 0.01% 744
2025
Q4 		$585K Buy
8,344
+13
+0.2% +$958 0.01% 665
2025
Q3 		$638K Sell
8,331
-60
-0.7% -$4.27K 0.01% 613
2025
Q2 		$617K Buy
8,391
+173
+2% +$12.4K 0.01% 583
2025
Q1 		$585K Buy
8,218
+574
+8% +$35.2K 0.02% 552
2024
Q4 		$447K Buy
7,644
+12
+0.2% +$719 0.01% 595
2024
Q3 		$433K Sell
7,632
-2
-0% -$112 0.01% 599
2024
Q2 		$400K Sell
7,634
-22
-0.3% -$1.18K 0.01% 582
2024
Q1 		$451K Buy
7,656
+129
+2% +$6.98K 0.02% 546
2023
Q4 		$355K Sell
7,527
-87
-1% -$3.97K 0.01% 563
2023
Q3 		$322K Sell
7,614
-468
-6% -$19.4K 0.01% 538
2023
Q2 		$321K Sell
8,082
-3,681
-31% -$145K 0.01% 525
2023
Q1 		$488K Sell
11,763
-5,307
-31% -$237K 0.02% 407
2022
Q4 		$826K Buy
17,070
+681
+4% +$32.8K 0.05% 269
2022
Q3 		$706K Buy
16,389
+5,979
+57% +$260K 0.04% 319
2022
Q2 		$474K Buy
10,410
+3,577
+52% +$163K 0.03% 326
2022
Q1 		$303K Hold
6,833
– – 0.02% 414
2021
Q4 		$250K Hold
6,833
– – 0.02% 452
2021
Q3 		$222K Hold
6,833
– – 0.02% 443
2021
Q2 		$226K Hold
6,833
– – 0.02% 426
2021
Q1 		$229K Hold
6,833
– – 0.02% 375
2020
Q4 		$202K Buy
+6,833
New +$197K 0.02% 343
2020
Q1 		– Sell
-6,833
Closed -$210K – 209
2019
Q4 		$210K Sell
6,833
-5
-0.1% -$154 0.03% 136
2019
Q3 		$220K Buy
6,838
+5
+0.1% +$156 0.04% 121
2019
Q2 		$200K Buy
+6,833
New +$187K 0.03% 123

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

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

Ritholtz Wealth Management increased its W.R. Berkley (WRB) stake by 8.9% in Q2 2026, buying an estimated $51.2K and bringing the position to 9,345 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #757.

Ritholtz Wealth Management first reported a position in WRB in Q2 2019 and has held it in 26 quarters since. The position peaked at $826K in Q4 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ritholtz Wealth Management held 9,345 shares of W.R. Berkley worth $659K as of Q2 2026.
  • Ritholtz Wealth Management bought 764 W.R. Berkley shares in Q2 2026, an estimated $51.2K.
  • W.R. Berkley made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Ritholtz Wealth Management first reported a position in W.R. Berkley in Q2 2019 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's W.R. Berkley position peaked at $826K in Q4 2022.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.