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Whipplewood Advisors’s W.R. Berkley WRB Stock Holding History

Whipplewood 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 		$4.8K Sell
68
-64
-48% -$4.29K ﹤0.01% 319
2026
Q1 		$8.75K Buy
+132
New +$9.09K ﹤0.01% 516
2025
Q3 		– Sell
-616
Closed -$45.3K – 1165
2025
Q2 		$45.3K Buy
616
+368
+148% +$26.4K 0.02% 329
2025
Q1 		$43.6K Sell
248
-352
-59% -$21.6K 0.03% 324
2024
Q4 		$35.1K Buy
+600
New +$35.9K 0.02% 364

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

Whipplewood Advisors's WRB Position: Q2 2026 in Review

Whipplewood Advisors reduced its W.R. Berkley (WRB) stake by 48% in Q2 2026, selling an estimated $4.29K and leaving 68 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Whipplewood Advisors first reported a position in WRB in Q4 2024 and has held it in 5 quarters since. The position peaked at $45.3K in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Whipplewood Advisors held 68 shares of W.R. Berkley worth $4.8K as of Q2 2026.
  • Whipplewood Advisors sold 64 W.R. Berkley shares in Q2 2026, an estimated $4.29K.
  • W.R. Berkley made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #319 holding.
  • Whipplewood Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's W.R. Berkley position peaked at $45.3K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.