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Sound Income Strategies’s W.R. Berkley WRB Stock Holding History

Sound Income Strategies’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 		– Sell
-48
Closed -$3.13K – 2396
2026
Q1 		$3.13K Buy
+48
New +$3.31K ﹤0.01% 2022
2024
Q2 		– Sell
-677
Closed -$39.9K – 1494
2024
Q1 		$39.9K Buy
677
+575
+564% +$31.1K ﹤0.01% 458
2023
Q4 		$4.81K Buy
+102
New +$4.65K ﹤0.01% 906

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

Sound Income Strategies's WRB Position: Q2 2026 in Review

Sound Income Strategies sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 48 shares — an estimated $3.13K sold.

Sound Income Strategies first reported a position in WRB in Q4 2023 and held it in 3 quarters. The position peaked at $39.9K in Q1 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sound Income Strategies reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 48 W.R. Berkley shares in Q2 2026, an estimated $3.13K.
  • Sound Income Strategies first reported a position in W.R. Berkley in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's W.R. Berkley position peaked at $39.9K in Q1 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.