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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
Q1 		$862 Buy
+13
New +$895 ﹤0.01% 1492

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's WRB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in W.R. Berkley (WRB) in Q1 2026: 13 shares worth $862. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • SHP Wealth Management held 13 shares of W.R. Berkley worth $862 as of Q1 2026.
  • W.R. Berkley was a new SHP Wealth Management position in Q1 2026.
  • W.R. Berkley made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1492 holding.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.