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Thrive Capital Management (Pennsylvania)’s W.R. Berkley WRB Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$3.43M Hold
48,586
– – 0.65% 70
2026
Q1 		$3.22M Buy
48,586
+62
+0.1% +$4.27K 0.71% 72
2025
Q4 		$3.4M Sell
48,524
-209
-0.4% -$15.4K 0.76% 67
2025
Q3 		$3.73M Buy
48,733
+19,892
+69% +$1.42M 0.96% 45
2025
Q2 		$2.12M Buy
+28,841
New +$2.07M 0.66% 60

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

Thrive Capital Management (Pennsylvania)'s WRB Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) held its W.R. Berkley (WRB) position steady in Q2 2026 at 48,586 shares worth $3.43M. The position accounts for 0.65% of the portfolio, ranked #70.

Thrive Capital Management (Pennsylvania) first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.73M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 48,586 shares of W.R. Berkley worth $3.43M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.65% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #70 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Thrive Capital Management (Pennsylvania)'s W.R. Berkley position peaked at $3.73M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.