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Advisor OS’s W.R. Berkley WRB Stock Holding History

Advisor OS’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
-5,996
Closed -$420K – 637
2025
Q4 		$420K Sell
5,996
-338
-5% -$24.9K 0.03% 315
2025
Q3 		$485K Sell
6,334
-1,324
-17% -$94.3K 0.04% 274
2025
Q2 		$563K Sell
7,658
-477
-6% -$34.2K 0.06% 233
2025
Q1 		$579K Sell
8,135
-1,015
-11% -$62.2K 0.07% 210
2024
Q4 		$535K Sell
9,150
-6,968
-43% -$417K 0.06% 213
2024
Q3 		$914K Sell
16,118
-7,372
-31% -$414K 0.09% 164
2024
Q2 		$1.23M Sell
23,490
-338
-1% -$18.1K 0.13% 126
2024
Q1 		$1.4M Buy
23,828
+2,120
+10% +$115K 0.16% 115
2023
Q4 		$1.02M Sell
21,708
-1,244
-5% -$56.7K 0.13% 140
2023
Q3 		$971K Buy
22,952
+1,367
+6% +$56.6K 0.15% 135
2023
Q2 		$857K Buy
21,585
+543
+3% +$21.3K 0.14% 147
2023
Q1 		$873K Sell
21,042
-6,314
-23% -$282K 0.21% 121
2022
Q4 		$1.32M Buy
27,356
+380
+1% +$18.3K 0.35% 70
2022
Q3 		$1.16M Buy
26,976
+859
+3% +$37.3K 0.35% 59
2022
Q2 		$1.19M Buy
26,117
+2,261
+9% +$103K 0.35% 61
2022
Q1 		$1.06M Buy
23,856
+2,800
+13% +$112K 0.31% 77
2021
Q4 		$771K Buy
21,056
+1,996
+10% +$70.8K 0.16% 128
2021
Q3 		$619K Buy
19,060
+2,831
+17% +$93.3K 0.13% 135
2021
Q2 		$536K Buy
16,229
+6,851
+73% +$237K 0.11% 137
2021
Q1 		$315K Buy
+9,378
New +$289K 0.07% 154

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisor OS's WRB Position: Q1 2026 in Review

Advisor OS sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,996 shares — an estimated $420K sold.

Advisor OS first reported a position in WRB in Q1 2021 and held it in 20 quarters. The position peaked at $1.4M in Q1 2024. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Advisor OS reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 5,996 W.R. Berkley shares in Q1 2026, an estimated $420K.
  • Advisor OS first reported a position in W.R. Berkley in Q1 2021 and held it in 20 quarters.
  • Advisor OS's W.R. Berkley position peaked at $1.4M in Q1 2024.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.