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

Trueblood 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 		$796K Buy
11,290
+329
+3% +$22K 0.28% 114
2026
Q1 		$726K Sell
10,961
-126
-1% -$8.68K 0.28% 112
2025
Q4 		$777K Buy
11,087
+1,454
+15% +$107K 0.3% 108
2025
Q3 		$738K Buy
9,633
+2,105
+28% +$150K 0.29% 108
2025
Q2 		$553K Buy
+7,528
New +$540K 0.23% 131

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Trueblood Wealth Management increased its W.R. Berkley (WRB) stake by 3% in Q2 2026, buying an estimated $22K and bringing the position to 11,290 shares worth $796K. The position accounts for 0.28% of the portfolio, ranked #114.

Trueblood Wealth Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Trueblood Wealth Management held 11,290 shares of W.R. Berkley worth $796K as of Q2 2026.
  • Trueblood Wealth Management bought 329 W.R. Berkley shares in Q2 2026, an estimated $22K.
  • W.R. Berkley made up 0.28% of Trueblood Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Trueblood Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.