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Wealth Enhancement Trust Services’s W.R. Berkley WRB Stock Holding History

Wealth Enhancement Trust Services’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 		$35K Buy
496
+407
+457% +$27.3K ﹤0.01% 544
2026
Q1 		$5.9K Sell
89
-28
-24% -$1.93K ﹤0.01% 621
2025
Q4 		$8.2K Buy
+117
New +$8.62K ﹤0.01% 582

Other funds holding WRB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Trust Services's WRB Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its W.R. Berkley (WRB) stake by 457% in Q2 2026, buying an estimated $27.3K and bringing the position to 496 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Wealth Enhancement Trust Services first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wealth Enhancement Trust Services held 496 shares of W.R. Berkley worth $35K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 407 W.R. Berkley shares in Q2 2026, an estimated $27.3K.
  • W.R. Berkley made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #544 holding.
  • Wealth Enhancement Trust Services first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 729 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.