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

SHP 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	$3.81K	Buy	54 +41	+315%	+$2.75K	﹤0.01%	1224
2026 Q1	$862	Buy	+13	New	+$895	﹤0.01%	1492

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 $3.38T AUM 44.17% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SHP Wealth Management increased its W.R. Berkley (WRB) stake by 315% in Q2 2026, buying an estimated $2.75K and bringing the position to 54 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

SHP Wealth Management first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

SHP Wealth Management held 54 shares of W.R. Berkley worth $3.81K as of Q2 2026.
SHP Wealth Management bought 41 W.R. Berkley shares in Q2 2026, an estimated $2.75K.
W.R. Berkley made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1224 holding.
SHP Wealth Management first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.