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TD Private Client Wealth’s W.R. Berkley WRB Stock Holding History

TD Private Client 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 		$1.75M Sell
24,854
-3,288
-12% -$220K 0.03% 294
2026
Q1 		$1.87M Sell
28,142
-2,295
-8% -$158K 0.04% 258
2025
Q4 		$2.13M Sell
30,437
-5,622
-16% -$414K 0.05% 243
2025
Q3 		$2.76M Sell
36,059
-4,321
-11% -$308K 0.06% 205
2025
Q2 		$2.97M Sell
40,380
-737
-2% -$52.8K 0.07% 192
2025
Q1 		$2.93M Sell
41,117
-2,341
-5% -$143K 0.08% 177
2024
Q4 		$2.54M Sell
43,458
-1,128
-3% -$67.6K 0.07% 195
2024
Q3 		$2.53M Sell
44,586
-171
-0.4% -$9.6K 0.07% 208
2024
Q2 		$2.34M Sell
44,757
-2,178
-5% -$117K 0.07% 206
2024
Q1 		$2.77M Buy
46,935
+172
+0.4% +$9.3K 0.09% 175
2023
Q4 		$2.2M Sell
46,763
-1,705
-4% -$77.7K 0.08% 197
2023
Q3 		$2.05M Sell
48,468
-7,485
-13% -$310K 0.09% 199
2023
Q2 		$2.22M Sell
55,953
-993
-2% -$39K 0.1% 207
2023
Q1 		$2.36M Sell
56,946
-16,830
-23% -$753K 0.11% 196
2022
Q4 		$3.57M Sell
73,776
-7,899
-10% -$381K 0.17% 130
2022
Q3 		$3.52M Sell
81,675
-2,445
-3% -$106K 0.18% 128
2022
Q2 		$3.83M Sell
84,120
-4,469
-5% -$203K 0.19% 119
2022
Q1 		$3.93M Buy
88,589
+7,661
+9% +$306K 0.17% 133
2021
Q4 		$2.96M Sell
80,928
-3,224
-4% -$114K 0.12% 174
2021
Q3 		$2.74M Buy
84,152
+567
+0.7% +$18.7K 0.12% 180
2021
Q2 		$2.77M Buy
83,585
+184
+0.2% +$6.37K 0.12% 184
2021
Q1 		$2.79M Buy
83,401
+9,956
+14% +$307K 0.13% 174
2020
Q4 		$2.17M Buy
73,445
+6,449
+10% +$186K 0.11% 199
2020
Q3 		$1.82M Buy
66,996
+19,793
+42% +$543K 0.1% 206
2020
Q2 		$1.2M Buy
47,203
+7,171
+18% +$176K 0.07% 261
2020
Q1 		$928K Sell
40,032
-1,067
-3% -$31.8K 0.07% 238
2019
Q4 		$1.26M Buy
+41,099
New +$1.27M 0.08% 236

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

TD Private Client Wealth's WRB Position: Q2 2026 in Review

TD Private Client Wealth reduced its W.R. Berkley (WRB) stake by 12% in Q2 2026, selling an estimated $220K and leaving 24,854 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #294.

TD Private Client Wealth first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q1 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • TD Private Client Wealth held 24,854 shares of W.R. Berkley worth $1.75M as of Q2 2026.
  • TD Private Client Wealth sold 3,288 W.R. Berkley shares in Q2 2026, an estimated $220K.
  • W.R. Berkley made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #294 holding.
  • TD Private Client Wealth first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's W.R. Berkley position peaked at $3.93M in Q1 2022.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.