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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's WRB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in W.R. Berkley (WRB) in Q1 2026: 333 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WRB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WRB in Q2 2025 and has held it in 2 quarters since. The position peaked at $27K in Q2 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 333 shares of W.R. Berkley worth $22.1K as of Q1 2026.
  • W.R. Berkley was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • W.R. Berkley made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #675 holding.
  • Twin Peaks Wealth Advisors first reported a position in W.R. Berkley in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's W.R. Berkley position peaked at $27K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.