WA
WRB icon

Wealth Alliance’s W.R. Berkley WRB Stock Holding History

Wealth Alliance’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 		$609K Buy
8,640
+41
+0.5% +$2.75K 0.05% 280
2026
Q1 		$570K Buy
8,599
+103
+1% +$7.09K 0.06% 265
2025
Q4 		$596K Buy
8,496
+177
+2% +$13K 0.06% 269
2025
Q3 		$637K Sell
8,319
-65
-0.8% -$4.63K 0.07% 252
2025
Q2 		$616K Buy
8,384
+69
+0.8% +$4.95K 0.07% 251
2025
Q1 		$592K Sell
8,315
-44
-0.5% -$2.7K 0.07% 244
2024
Q4 		$489K Buy
8,359
+108
+1% +$6.47K 0.06% 264
2024
Q3 		$468K Buy
8,251
+233
+3% +$13.1K 0.06% 277
2024
Q2 		$420K Sell
8,018
-339
-4% -$18.2K 0.05% 284
2024
Q1 		$493K Sell
8,357
-100
-1% -$5.41K 0.06% 272
2023
Q4 		$399K Sell
8,457
-33
-0.4% -$1.5K 0.06% 304
2023
Q3 		$359K Buy
8,490
+217
+3% +$8.99K 0.06% 299
2023
Q2 		$328K Buy
8,273
+2,016
+32% +$79.3K 0.05% 350
2023
Q1 		$260K Sell
6,257
-1,839
-23% -$82.3K 0.04% 405
2022
Q4 		$392K Buy
8,096
+11
+0.1% +$531 0.07% 276
2022
Q3 		$348K Sell
8,085
-1,007
-11% -$43.7K 0.07% 287
2022
Q2 		$414K Sell
9,092
-552
-6% -$25.1K 0.08% 242
2022
Q1 		$428K Buy
9,644
+3,614
+60% +$144K 0.09% 250
2021
Q4 		$221K Buy
+6,030
New +$214K 0.04% 404
2021
Q3 		– Sell
-6,125
Closed -$203K – 452
2021
Q2 		$203K Buy
6,125
+54
+0.9% +$1.87K 0.05% 406
2021
Q1 		$203K Buy
+6,071
New +$187K 0.06% 371

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

Wealth Alliance's WRB Position: Q2 2026 in Review

Wealth Alliance increased its W.R. Berkley (WRB) stake by 0.48% in Q2 2026, buying an estimated $2.75K and bringing the position to 8,640 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #280.

Wealth Alliance first reported a position in WRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $637K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wealth Alliance held 8,640 shares of W.R. Berkley worth $609K as of Q2 2026.
  • Wealth Alliance bought 41 W.R. Berkley shares in Q2 2026, an estimated $2.75K.
  • W.R. Berkley made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #280 holding.
  • Wealth Alliance first reported a position in W.R. Berkley in Q1 2021 and has held it in 21 quarters since.
  • Wealth Alliance's W.R. Berkley position peaked at $637K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.