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Ritter Daniher Financial Advisory’s W.R. Berkley WRB Stock Holding History

Ritter Daniher Financial Advisory’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 		$6.91K Hold
98
– – ﹤0.01% 483
2026
Q1 		$6.5K Hold
98
– – ﹤0.01% 487
2025
Q4 		$6.87K Hold
98
– – ﹤0.01% 482
2025
Q3 		$7.51K Buy
+98
New +$6.98K ﹤0.01% 368

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

Ritter Daniher Financial Advisory's WRB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its W.R. Berkley (WRB) position steady in Q2 2026 at 98 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Ritter Daniher Financial Advisory first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.51K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ritter Daniher Financial Advisory held 98 shares of W.R. Berkley worth $6.91K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #483 holding.
  • Ritter Daniher Financial Advisory first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Ritter Daniher Financial Advisory's W.R. Berkley position peaked at $7.51K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.