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

Addison 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
-91
Closed -$6.03K – 1011
2026
Q1 		$6.03K Buy
+91
New +$6.27K ﹤0.01% 711
2023
Q1 		– Sell
-32
Closed -$1.52K – 794
2022
Q4 		$1.52K Sell
32
-33
-51% -$1.59K ﹤0.01% 577
2022
Q3 		$3K Hold
65
– – ﹤0.01% 546
2022
Q2 		$3K Buy
65
+21
+48% +$955 ﹤0.01% 538
2022
Q1 		$2K Buy
44
+8
+22% +$319 ﹤0.01% 598
2021
Q4 		$1K Buy
+36
New +$1.28K ﹤0.01% 651

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

Addison Advisors's WRB Position: Q2 2026 in Review

Addison Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 91 shares — an estimated $6.03K sold.

Addison Advisors first reported a position in WRB in Q4 2021 and held it in 6 quarters. The position peaked at $6.03K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Addison Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 91 W.R. Berkley shares in Q2 2026, an estimated $6.03K.
  • Addison Advisors first reported a position in W.R. Berkley in Q4 2021 and held it in 6 quarters.
  • Addison Advisors's W.R. Berkley position peaked at $6.03K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.