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

Sagespring 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 		$497K Buy
7,042
+206
+3% +$13.8K 0.01% 531
2026
Q1 		$453K Sell
6,836
-406
-6% -$28K 0.01% 528
2025
Q4 		$508K Sell
7,242
-263
-4% -$19.4K 0.01% 466
2025
Q3 		$575K Sell
7,505
-206
-3% -$14.7K 0.01% 429
2025
Q2 		$567K Buy
7,711
+657
+9% +$47.1K 0.01% 405
2025
Q1 		$502K Buy
7,054
+445
+7% +$27.3K 0.01% 390
2024
Q4 		$387K Buy
+6,609
New +$396K 0.01% 404

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

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

Sagespring Wealth Partners increased its W.R. Berkley (WRB) stake by 3% in Q2 2026, buying an estimated $13.8K and bringing the position to 7,042 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #531.

Sagespring Wealth Partners first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q3 2025. 560 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sagespring Wealth Partners held 7,042 shares of W.R. Berkley worth $497K as of Q2 2026.
  • Sagespring Wealth Partners bought 206 W.R. Berkley shares in Q2 2026, an estimated $13.8K.
  • W.R. Berkley made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #531 holding.
  • Sagespring Wealth Partners first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's W.R. Berkley position peaked at $575K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.