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Simplicity Wealth’s W.R. Berkley WRB Stock Holding History

Simplicity Wealth’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 		$589K Buy
8,351
+3,747
+81% +$251K 0.02% 577
2026
Q1 		$305K Buy
4,604
+251
+6% +$17.3K 0.02% 587
2025
Q4 		$305K Buy
4,353
+1,649
+61% +$122K 0.02% 549
2025
Q3 		$207K Buy
+2,704
New +$193K 0.01% 674
2024
Q3 		– Sell
-21,759
Closed -$1.14M – 1225
2024
Q2 		$1.14M Sell
21,759
-5,996
-22% -$321K 0.03% 493
2024
Q1 		$1.64M Buy
+27,755
New +$1.5M 0.04% 390

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

Simplicity Wealth's WRB Position: Q2 2026 in Review

Simplicity Wealth increased its W.R. Berkley (WRB) stake by 81% in Q2 2026, buying an estimated $251K and bringing the position to 8,351 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #577.

Simplicity Wealth first reported a position in WRB in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Simplicity Wealth held 8,351 shares of W.R. Berkley worth $589K as of Q2 2026.
  • Simplicity Wealth bought 3,747 W.R. Berkley shares in Q2 2026, an estimated $251K.
  • W.R. Berkley made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #577 holding.
  • Simplicity Wealth first reported a position in W.R. Berkley in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's W.R. Berkley position peaked at $1.64M in Q1 2024.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.