RWA Wealth Partners’s W.R. Berkley WRB Stock Holding History

RWA Wealth 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	$512K	Buy	7,261 +1	+0%	+$67	﹤0.01%	467
2026 Q1	$481K	Sell	7,260 -24	-0.3%	-$1.65K	0.01%	458
2025 Q4	$511K	Sell	7,284 -92	-1%	-$6.78K	0.01%	440
2025 Q3	$565K	Buy	7,376 +116	+2%	+$8.26K	0.01%	422
2025 Q2	$533K	Buy	7,260 +1,118	+18%	+$80.1K	0.01%	414
2025 Q1	$437K	Hold	6,142	–	–	0.01%	425
2024 Q4	$359K	Buy	+6,142	New	+$368K	﹤0.01%	458
2018 Q3	–	Sell	-557	Closed	-$12K	–	701
2018 Q2	$12K	Buy	+557	New	+$12.4K	﹤0.01%	597

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

RWA Wealth Partners's WRB Position: Q2 2026 in Review

RWA Wealth Partners increased its W.R. Berkley (WRB) stake by 0.01% in Q2 2026, buying an estimated $67 and bringing the position to 7,261 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

RWA Wealth Partners first reported a position in WRB in Q2 2018 and has held it in 8 quarters since. The position peaked at $565K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

RWA Wealth Partners held 7,261 shares of W.R. Berkley worth $512K as of Q2 2026.
RWA Wealth Partners bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
W.R. Berkley made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #467 holding.
RWA Wealth Partners first reported a position in W.R. Berkley in Q2 2018 and has held it in 8 quarters since.
RWA Wealth Partners's W.R. Berkley position peaked at $565K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.