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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$303K Buy
+4,388
New +$310K 0.03% 162
2025
Q4
– Sell
-3,114
Closed -$235K – 317
2025
Q3
$235K Buy
+3,114
New +$222K 0.03% 184
2024
Q2
– Sell
-56,124
Closed -$3.27M – 240
2024
Q1
$3.27M Buy
+56,124
New +$3.04M 0.55% 42

Other funds holding WRB

Advisors Preferred's WRB Position: Q3 2026 in Review

Advisors Preferred opened a new position in W.R. Berkley (WRB) in Q3 2026: 4,388 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in WRB as recently as Q3 2025.

Advisors Preferred first reported a position in WRB in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.27M in Q1 2024. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Advisors Preferred held 4,388 shares of W.R. Berkley worth $303K as of Q3 2026.
  • W.R. Berkley was a new Advisors Preferred position in Q3 2026.
  • W.R. Berkley made up 0.03% of Advisors Preferred's portfolio in Q3 2026, its #162 holding.
  • Advisors Preferred first reported a position in W.R. Berkley in Q1 2024 and has held it in 3 quarters since.
  • Advisors Preferred's W.R. Berkley position peaked at $3.27M in Q1 2024.
  • 583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.