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

Visionary 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 		$424K Hold
6,007
– – 0.02% 465
2026
Q1 		$398K Hold
6,007
– – 0.02% 455
2025
Q4 		$421K Buy
6,007
+70
+1% +$5.16K 0.02% 426
2025
Q3 		$455K Hold
5,937
– – 0.02% 405
2025
Q2 		$436K Buy
+5,937
New +$426K 0.02% 382

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

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

Visionary Wealth Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 6,007 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #465.

Visionary Wealth Advisors first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $455K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Visionary Wealth Advisors held 6,007 shares of W.R. Berkley worth $424K as of Q2 2026.
  • Visionary Wealth Advisors left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • Visionary Wealth Advisors first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's W.R. Berkley position peaked at $455K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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