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

Winnow Wealth’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 Q1	–	Sell	-10	Closed	-$710	–	568
2025 Q4	$710	Hold	10	–	–	﹤0.01%	468
2025 Q3	$770	Buy	+10	New	+$712	﹤0.01%	440
2025 Q2	–	Sell	-10	Closed	-$659	–	682
2025 Q1	$659	Buy	10 +3	+43%	+$184	﹤0.01%	455
2024 Q4	$371	Buy	+7	New	+$419	﹤0.01%	488

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Winnow Wealth's WRB Position: Q1 2026 in Review

Winnow Wealth sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 10 shares — an estimated $710 sold.

Winnow Wealth first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $770 in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Winnow Wealth reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 10 W.R. Berkley shares in Q1 2026, an estimated $710.
Winnow Wealth first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
Winnow Wealth's W.R. Berkley position peaked at $770 in Q3 2025.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.