Advisory Alpha’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
Q2
$1.33M Buy
18,806
+2,847
+18% +$191K 0.03% 181
2026
Q1
$1.06M Buy
15,959
+3,502
+28% +$241K 0.03% 183
2025
Q4
$874K Buy
12,457
+2,150
+21% +$158K 0.02% 209
2025
Q3
$785K Buy
10,307
+5,024
+95% +$358K 0.02% 221
2025
Q2
$388K Buy
+5,283
New +$379K 0.01% 313

Other funds holding WRB

Advisory Alpha's WRB Position: Q2 2026 in Review

Advisory Alpha increased its W.R. Berkley (WRB) stake by 18% in Q2 2026, buying an estimated $191K and bringing the position to 18,806 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #181.

Advisory Alpha first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Advisory Alpha held 18,806 shares of W.R. Berkley worth $1.33M as of Q2 2026.
  • Advisory Alpha bought 2,847 W.R. Berkley shares in Q2 2026, an estimated $191K.
  • W.R. Berkley made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #181 holding.
  • Advisory Alpha first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.