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Advisors Capital Management’s W.R. Berkley WRB Stock Holding History

Advisors Capital Management’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 		$519K Buy
7,355
+129
+2% +$8.64K 0.01% 431
2026
Q1 		$479K Sell
7,226
-44
-0.6% -$3.03K 0.01% 406
2025
Q4 		$510K Sell
7,270
-123
-2% -$9.06K 0.01% 396
2025
Q3 		$567K Buy
+7,393
New +$526K 0.01% 372

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Advisors Capital Management's WRB Position: Q2 2026 in Review

Advisors Capital Management increased its W.R. Berkley (WRB) stake by 1.8% in Q2 2026, buying an estimated $8.64K and bringing the position to 7,355 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #431.

Advisors Capital Management first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $567K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Advisors Capital Management held 7,355 shares of W.R. Berkley worth $519K as of Q2 2026.
  • Advisors Capital Management bought 129 W.R. Berkley shares in Q2 2026, an estimated $8.64K.
  • W.R. Berkley made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #431 holding.
  • Advisors Capital Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Advisors Capital Management's W.R. Berkley position peaked at $567K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.