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Root Financial Partners’s W.R. Berkley WRB Stock Holding History

Root Financial Partners’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 		– Sell
-825
Closed -$54.7K – 3188
2026
Q1 		$54.7K Buy
825
+33
+4% +$2.27K ﹤0.01% 839
2025
Q4 		$55.5K Buy
792
+12
+2% +$884 ﹤0.01% 667
2025
Q3 		$59.8K Buy
+780
New +$55.5K ﹤0.01% 612

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

Root Financial Partners's WRB Position: Q2 2026 in Review

Root Financial Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 825 shares — an estimated $54.7K sold.

Root Financial Partners first reported a position in WRB in Q3 2025 and held it in 3 quarters. The position peaked at $59.8K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Root Financial Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 825 W.R. Berkley shares in Q2 2026, an estimated $54.7K.
  • Root Financial Partners first reported a position in W.R. Berkley in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's W.R. Berkley position peaked at $59.8K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.