Advisory Services Network’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 | $3.59M | Sell |
50,930
-1,969
| -4% | -$132K | 0.04% | 468 |
|
|
2026
Q1 | $3.51M | Sell |
52,899
-4,342
| -8% | -$299K | 0.05% | 434 |
|
|
2025
Q4 | $4.01M | Sell |
57,241
-11,469
| -17% | -$845K | 0.06% | 371 |
|
|
2025
Q3 | $5.26M | Buy |
68,710
+9,042
| +15% | +$644K | 0.08% | 272 |
|
|
2025
Q2 | $4.11M | Sell |
59,668
-984
| -2% | -$70.5K | 0.07% | 324 |
|
|
2025
Q1 | $4.32M | Buy |
60,652
+750
| +1% | +$46K | 0.08% | 269 |
|
|
2024
Q4 | $3.51M | Buy |
59,902
+19,900
| +50% | +$1.19M | 0.07% | 329 |
|
|
2024
Q3 | $3.14M | Sell |
40,002
-20,001
| -33% | -$1.12M | 0.07% | 319 |
|
|
2024
Q2 | $3.14M | Sell |
60,003
-1,778
| -3% | -$95.2K | 0.07% | 319 |
|
|
2024
Q1 | $3.64M | Buy |
61,781
+2,673
| +5% | +$145K | 0.08% | 287 |
|
|
2023
Q4 | $2.79M | Buy |
59,108
+6,614
| +13% | +$301K | 0.07% | 330 |
|
|
2023
Q3 | $2.22M | Buy |
52,494
+35,358
| +206% | +$1.46M | 0.06% | 382 |
|
|
2023
Q2 | $680K | Buy |
17,136
+592
| +4% | +$23.3K | 0.02% | 779 |
|
|
2023
Q1 | $687K | Sell |
16,544
-5,962
| -26% | -$267K | 0.02% | 759 |
|
|
2022
Q4 | $1.09M | Sell |
22,506
-5,327
| -19% | -$257K | 0.03% | 571 |
|
|
2022
Q3 | $1.2M | Buy |
27,833
+626
| +2% | +$27.2K | 0.04% | 489 |
|
|
2022
Q2 | $1.24M | Buy |
27,207
+5,604
| +26% | +$255K | 0.04% | 496 |
|
|
2022
Q1 | $959K | Buy |
21,603
+4,375
| +25% | +$174K | 0.03% | 641 |
|
|
2021
Q4 | $631K | Sell |
17,228
-313
| -2% | -$11.1K | 0.02% | 786 |
|
|
2021
Q3 | $570K | Sell |
17,541
-9
| -0.1% | -$297 | 0.02% | 819 |
|
|
2021
Q2 | $580K | Sell |
17,550
-524
| -3% | -$18.1K | 0.02% | 828 |
|
|
2021
Q1 | $606K | Buy |
18,074
+573
| +3% | +$17.7K | 0.02% | 765 |
|
|
2020
Q4 | $517K | Sell |
17,501
-76
| -0.4% | -$2.19K | 0.02% | 722 |
|
|
2020
Q3 | $479K | Buy |
17,577
+2,124
| +14% | +$58.2K | 0.02% | 645 |
|
|
2020
Q2 | $394K | Sell |
15,453
-1,060
| -6% | -$26K | 0.02% | 685 |
|
|
2020
Q1 | $383K | Buy |
16,513
+142
| +0.9% | +$4.23K | 0.03% | 605 |
|
|
2019
Q4 | $502K | Sell |
16,371
-158
| -1% | -$4.88K | 0.03% | 622 |
|
|
2019
Q3 | $484K | Hold |
16,529
| – | – | 0.03% | 566 |
|
|
2019
Q2 | $484K | Buy |
16,529
+1,952
| +13% | +$53.4K | 0.03% | 565 |
|
|
2019
Q1 | $365K | Buy |
14,577
+1,165
| +9% | +$27.5K | 0.03% | 603 |
|
|
2018
Q4 | $294K | Buy |
13,412
+766
| +6% | +$17.2K | 0.03% | 595 |
|
|
2018
Q3 | $299K | Buy |
12,646
+34
| +0.3% | +$772 | 0.02% | 650 |
|
|
2018
Q2 | $284K | Sell |
12,612
-4,395
| -26% | -$97.7K | 0.02% | 637 |
|
|
2018
Q1 | $366K | Buy |
17,007
+2,100
| +14% | +$43.8K | 0.03% | 606 |
|
|
2017
Q4 | $316K | Buy |
14,907
+14,137
| +1,836% | +$289K | 0.03% | 629 |
|
|
2017
Q3 | $15K | Hold |
770
| – | – | ﹤0.01% | 1486 |
|
|
2017
Q2 | $16K | Buy |
770
+152
| +25% | +$3.08K | ﹤0.01% | 1418 |
|
|
2017
Q1 | $13K | Buy |
+618
| New | +$12.7K | ﹤0.01% | 1388 |
|
|
2016
Q3 | $11K | Buy |
624
+175
| +39% | +$3.03K | ﹤0.01% | 1294 |
|
|
2016
Q2 | $8K | Hold |
449
| – | – | ﹤0.01% | 1284 |
|
|
2016
Q1 | $7K | Hold |
449
| – | – | ﹤0.01% | 1183 |
|
|
2015
Q4 | $7K | Sell |
449
-88
| -16% | -$1.44K | ﹤0.01% | 1047 |
|
|
2015
Q3 | $9K | Hold |
537
| – | – | ﹤0.01% | 958 |
|
|
2015
Q2 | $8K | Sell |
537
-3,189
| -86% | -$47.5K | ﹤0.01% | 936 |
|
|
2015
Q1 | $56K | Buy |
3,726
+2,227
| +149% | +$33.1K | 0.02% | 473 |
|
|
2014
Q4 | $22K | Buy |
+1,499
| New | +$22.5K | 0.01% | 569 |
|
|
2014
Q1 | – | Sell |
-567
| Closed | -$7K | – | 812 |
|
|
2013
Q4 | $7K | Buy |
+567
| New | +$7.28K | ﹤0.01% | 702 |
|
Other funds holding WRB
MSI
Advisory Services Network's WRB Position: Q2 2026 in Review
Advisory Services Network reduced its W.R. Berkley (WRB) stake by 3.7% in Q2 2026, selling an estimated $132K and leaving 50,930 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #468.
Advisory Services Network first reported a position in WRB in Q4 2013 and has held it in 47 quarters since. The position peaked at $5.26M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Advisory Services Network held 50,930 shares of W.R. Berkley worth $3.59M as of Q2 2026.
- Advisory Services Network sold 1,969 W.R. Berkley shares in Q2 2026, an estimated $132K.
- W.R. Berkley made up 0.04% of Advisory Services Network's portfolio in Q2 2026, its #468 holding.
- Advisory Services Network first reported a position in W.R. Berkley in Q4 2013 and has held it in 47 quarters since.
- Advisory Services Network's W.R. Berkley position peaked at $5.26M in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.