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

SteelPeak 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 		– Sell
-52,609
Closed -$3.49M – 706
2026
Q1 		$3.49M Sell
52,609
-2,058
-4% -$142K 0.11% 150
2025
Q4 		$3.83M Buy
54,667
+12,356
+29% +$911K 0.12% 126
2025
Q3 		$3.24M Buy
42,311
+8,247
+24% +$587K 0.11% 139
2025
Q2 		$2.5M Buy
+34,064
New +$2.44M 0.1% 166
2024
Q4 		– Sell
-36,864
Closed -$2.09M – 641
2024
Q3 		$2.09M Sell
36,864
-530
-1% -$29.8K 0.09% 169
2024
Q2 		$1.96M Buy
+37,394
New +$2M 0.09% 167
2023
Q3 		– Sell
-48,284
Closed -$1.92M – 520
2023
Q2 		$1.92M Buy
48,284
+9,434
+24% +$371K 0.11% 119
2023
Q1 		$1.61M Buy
+38,850
New +$1.74M 0.11% 135

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

SteelPeak Wealth's WRB Position: Q2 2026 in Review

SteelPeak Wealth sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 52,609 shares — an estimated $3.49M sold.

SteelPeak Wealth first reported a position in WRB in Q1 2023 and held it in 8 quarters. The position peaked at $3.83M in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • SteelPeak Wealth reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 52,609 W.R. Berkley shares in Q2 2026, an estimated $3.49M.
  • SteelPeak Wealth first reported a position in W.R. Berkley in Q1 2023 and held it in 8 quarters.
  • SteelPeak Wealth's W.R. Berkley position peaked at $3.83M in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.