Thrive Wealth Management’s W.R. Berkley WRB Stock Holding History

Thrive Wealth Management’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	$428K	Buy	6,072 +22	+0.4%	+$1.47K	0.05%	152
2026 Q1	$401K	Sell	6,050 -420	-6%	-$28.9K	0.06%	140
2025 Q4	$454K	Sell	6,470 -127	-2%	-$9.36K	0.07%	138
2025 Q3	$505K	Buy	6,597 +206	+3%	+$14.7K	0.08%	126
2025 Q2	$470K	Buy	6,391 +294	+5%	+$21.1K	0.08%	129
2025 Q1	$434K	Buy	6,097 +784	+15%	+$48K	0.08%	125
2024 Q4	$311K	Sell	5,313 -189	-3%	-$11.3K	0.06%	151
2024 Q3	$312K	Sell	5,502 -35	-0.6%	-$1.97K	0.06%	164
2024 Q2	$290K	Buy	5,537 +470	+9%	+$25.2K	0.06%	162
2024 Q1	$299K	Buy	5,067 +306	+6%	+$16.6K	0.06%	158
2023 Q4	$224K	Buy	+4,761	New	+$217K	0.05%	175
2023 Q1	–	Sell	-5,478	Closed	-$265K	–	179
2022 Q4	$265K	Buy	5,478 +316	+6%	+$15.2K	0.08%	137
2022 Q3	$222K	Buy	+5,162	New	+$224K	0.08%	131

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Thrive Wealth Management's WRB Position: Q2 2026 in Review

Thrive Wealth Management increased its W.R. Berkley (WRB) stake by 0.36% in Q2 2026, buying an estimated $1.47K and bringing the position to 6,072 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #152.

Thrive Wealth Management first reported a position in WRB in Q3 2022 and has held it in 13 quarters since. The position peaked at $505K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Thrive Wealth Management held 6,072 shares of W.R. Berkley worth $428K as of Q2 2026.
Thrive Wealth Management bought 22 W.R. Berkley shares in Q2 2026, an estimated $1.47K.
W.R. Berkley made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #152 holding.
Thrive Wealth Management first reported a position in W.R. Berkley in Q3 2022 and has held it in 13 quarters since.
Thrive Wealth Management's W.R. Berkley position peaked at $505K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.