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True Wealth Design’s W.R. Berkley WRB Stock Holding History

True Wealth Design’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 		$39.6K Buy
561
+469
+510% +$31.4K 0.01% 575
2026
Q1 		$6.1K Sell
92
-88
-49% -$6.06K ﹤0.01% 1133
2025
Q4 		$12.6K Sell
180
-18
-9% -$1.33K ﹤0.01% 775
2025
Q3 		$15.2K Buy
198
+38
+24% +$2.71K ﹤0.01% 704
2025
Q2 		$11.8K Buy
160
+13
+9% +$932 ﹤0.01% 518
2025
Q1 		$10.5K Sell
147
-296
-67% -$18.1K ﹤0.01% 462
2024
Q4 		$25.9K Buy
443
+31
+8% +$1.86K 0.01% 287
2024
Q3 		$23.4K Buy
+412
New +$23.1K 0.01% 305

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

True Wealth Design's WRB Position: Q2 2026 in Review

True Wealth Design increased its W.R. Berkley (WRB) stake by 510% in Q2 2026, buying an estimated $31.4K and bringing the position to 561 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #575.

True Wealth Design first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • True Wealth Design held 561 shares of W.R. Berkley worth $39.6K as of Q2 2026.
  • True Wealth Design bought 469 W.R. Berkley shares in Q2 2026, an estimated $31.4K.
  • W.R. Berkley made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #575 holding.
  • True Wealth Design first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.