AIM
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Advyzon Investment Management’s W.R. Berkley WRB Stock Holding History

Advyzon Investment 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 		– Sell
-4,028
Closed -$267K – 808
2026
Q1 		$267K Buy
4,028
+422
+12% +$29.1K 0.02% 578
2025
Q4 		$253K Buy
3,606
+868
+32% +$64K 0.03% 488
2025
Q3 		$210K Buy
+2,738
New +$195K 0.04% 440

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advyzon Investment Management's WRB Position: Q2 2026 in Review

Advyzon Investment Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 4,028 shares — an estimated $267K sold.

Advyzon Investment Management first reported a position in WRB in Q3 2025 and held it in 3 quarters. The position peaked at $267K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Advyzon Investment Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 4,028 W.R. Berkley shares in Q2 2026, an estimated $267K.
  • Advyzon Investment Management first reported a position in W.R. Berkley in Q3 2025 and held it in 3 quarters.
  • Advyzon Investment Management's W.R. Berkley position peaked at $267K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.