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Twin Peaks Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-333
Closed -$22.1K – 2222
2026
Q1 		$22.1K Buy
+333
New +$22.9K 0.01% 675
2025
Q3 		– Sell
-386
Closed -$27K – 2153
2025
Q2 		$27K Buy
+386
New +$27.7K 0.01% 500

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

Twin Peaks Wealth Advisors's WRB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 333 shares — an estimated $22.1K sold.

Twin Peaks Wealth Advisors first reported a position in WRB in Q2 2025 and held it in 2 quarters. The position peaked at $27K in Q2 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 333 W.R. Berkley shares in Q2 2026, an estimated $22.1K.
  • Twin Peaks Wealth Advisors first reported a position in W.R. Berkley in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's W.R. Berkley position peaked at $27K in Q2 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.