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

Valued 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 		$427 Hold
6
– – ﹤0.01% 855
2026
Q1 		$398 Hold
6
– – ﹤0.01% 680
2025
Q4 		$421 Hold
6
– – ﹤0.01% 554
2025
Q3 		$460 Hold
6
– – ﹤0.01% 525
2025
Q2 		$441 Hold
6
– – ﹤0.01% 527
2025
Q1 		$427 Hold
6
– – ﹤0.01% 565
2024
Q4 		$352 Hold
6
– – ﹤0.01% 580
2024
Q3 		$341 Hold
6
– – ﹤0.01% 559
2024
Q2 		$315 Hold
6
– – ﹤0.01% 537
2024
Q1 		$354 Hold
6
– – ﹤0.01% 517
2023
Q4 		$257 Buy
+6
New +$273 ﹤0.01% 483

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

Valued Wealth Advisors's WRB Position: Q2 2026 in Review

Valued Wealth Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 6 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Valued Wealth Advisors first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $460 in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Valued Wealth Advisors held 6 shares of W.R. Berkley worth $427 as of Q2 2026.
  • Valued Wealth Advisors left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #855 holding.
  • Valued Wealth Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's W.R. Berkley position peaked at $460 in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.