Wealthspire Advisors (New York)’s W.R. Berkley WRB Stock Holding History

Wealthspire Advisors (New York)’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	$385K	Sell	5,461 -48	-0.9%	-$3.22K	﹤0.01%	897
2026 Q1	$365K	Sell	5,509 -1,115	-17%	-$76.8K	﹤0.01%	672
2025 Q4	$464K	Buy	6,624 +877	+15%	+$64.6K	﹤0.01%	639
2025 Q3	$440K	Sell	5,747 -705	-11%	-$50.2K	﹤0.01%	566
2025 Q2	$474K	Sell	6,452 -1,128	-15%	-$80.8K	﹤0.01%	555
2025 Q1	$539K	Buy	7,580 +1,128	+17%	+$69.1K	﹤0.01%	495
2024 Q4	$378K	Buy	+6,452	New	+$386K	﹤0.01%	591

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s WRB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its W.R. Berkley (WRB) stake by 0.87% in Q2 2026, selling an estimated $3.22K and leaving 5,461 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Wealthspire Advisors (New York) first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $539K in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Wealthspire Advisors (New York) held 5,461 shares of W.R. Berkley worth $385K as of Q2 2026.
Wealthspire Advisors (New York) sold 48 W.R. Berkley shares in Q2 2026, an estimated $3.22K.
W.R. Berkley made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #897 holding.
Wealthspire Advisors (New York) first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s W.R. Berkley position peaked at $539K in Q1 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.