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Strategic Wealth Partners’s W.R. Berkley WRB Stock Holding History

Strategic Wealth Partners’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 		$17.6K Hold
250
– – ﹤0.01% 781
2026
Q1 		$16.6K Hold
250
– – ﹤0.01% 765
2025
Q4 		$17.5K Sell
250
-275
-52% -$20.3K ﹤0.01% 730
2025
Q3 		$40.2K Buy
+525
New +$37.4K ﹤0.01% 597

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

Strategic Wealth Partners's WRB Position: Q2 2026 in Review

Strategic Wealth Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 250 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Strategic Wealth Partners first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Strategic Wealth Partners held 250 shares of W.R. Berkley worth $17.6K as of Q2 2026.
  • Strategic Wealth Partners left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #781 holding.
  • Strategic Wealth Partners first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's W.R. Berkley position peaked at $40.2K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.