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Strive Financial Group’s W.R. Berkley WRB Stock Holding History

Strive Financial Group’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 		$301K Buy
4,272
+104
+2% +$6.97K 0.13% 103
2026
Q1 		$276K Buy
4,168
+424
+11% +$29.2K 0.15% 101
2025
Q4 		$263K Buy
+3,744
New +$276K 0.14% 93

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

Strive Financial Group's WRB Position: Q2 2026 in Review

Strive Financial Group increased its W.R. Berkley (WRB) stake by 2.5% in Q2 2026, buying an estimated $6.97K and bringing the position to 4,272 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #103.

Strive Financial Group first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Strive Financial Group held 4,272 shares of W.R. Berkley worth $301K as of Q2 2026.
  • Strive Financial Group bought 104 W.R. Berkley shares in Q2 2026, an estimated $6.97K.
  • W.R. Berkley made up 0.13% of Strive Financial Group's portfolio in Q2 2026, its #103 holding.
  • Strive Financial Group first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.