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

Wealth Preservation 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 		– Sell
-12
Closed -$795 – 953
2026
Q1 		$795 Hold
12
– – ﹤0.01% 718
2025
Q4 		$841 Hold
12
– – ﹤0.01% 570
2025
Q3 		$919 Hold
12
– – ﹤0.01% 542
2025
Q2 		$882 Hold
12
– – ﹤0.01% 544
2025
Q1 		$854 Buy
+12
New +$735 ﹤0.01% 522

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 Preservation Advisors's WRB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 12 shares — an estimated $795 sold.

Wealth Preservation Advisors first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $919 in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 12 W.R. Berkley shares in Q2 2026, an estimated $795.
  • Wealth Preservation Advisors first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's W.R. Berkley position peaked at $919 in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.