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

Tower View 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	$4.23K	Sell	60 -16	-21%	-$1.07K	﹤0.01%	186
2026 Q1	$5.04K	Buy	+76	New	+$5.23K	﹤0.01%	175
2023 Q2	–	Sell	-69,624	Closed	-$2.89M	–	192
2023 Q1	$2.89M	Buy	69,624 +828	+1%	+$37K	1.94%	26
2022 Q4	$3.33M	Sell	68,796 -378	-0.5%	-$18.2K	2.31%	19
2022 Q3	$2.98M	Buy	69,174 +543	+0.8%	+$23.6K	2.27%	18
2022 Q2	$3.12M	Buy	+68,631	New	+$3.12M	2.3%	16

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

Tower View Wealth Management's WRB Position: Q2 2026 in Review

Tower View Wealth Management reduced its W.R. Berkley (WRB) stake by 21% in Q2 2026, selling an estimated $1.07K and leaving 60 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Tower View Wealth Management first reported a position in WRB in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.33M in Q4 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Tower View Wealth Management held 60 shares of W.R. Berkley worth $4.23K as of Q2 2026.
Tower View Wealth Management sold 16 W.R. Berkley shares in Q2 2026, an estimated $1.07K.
W.R. Berkley made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #186 holding.
Tower View Wealth Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 6 quarters since.
Tower View Wealth Management's W.R. Berkley position peaked at $3.33M in Q4 2022.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.