ACA
WRB icon

American Capital Advisory’s W.R. Berkley WRB Stock Holding History

American Capital Advisory’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 		$494 Buy
7
+3
+75% +$201 ﹤0.01% 952
2026
Q1 		$266 Sell
4
-7
-64% -$482 ﹤0.01% 994
2025
Q4 		$772 Hold
11
– – ﹤0.01% 654
2025
Q3 		$843 Buy
11
+2
+22% +$142 ﹤0.01% 574
2025
Q2 		$662 Buy
9
+5
+125% +$358 ﹤0.01% 565
2025
Q1 		$285 Buy
+4
New +$245 ﹤0.01% 631

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

American Capital Advisory's WRB Position: Q2 2026 in Review

American Capital Advisory increased its W.R. Berkley (WRB) stake by 75% in Q2 2026, buying an estimated $201 and bringing the position to 7 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #952.

American Capital Advisory first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $843 in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • American Capital Advisory held 7 shares of W.R. Berkley worth $494 as of Q2 2026.
  • American Capital Advisory bought 3 W.R. Berkley shares in Q2 2026, an estimated $201.
  • W.R. Berkley made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #952 holding.
  • American Capital Advisory first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • American Capital Advisory's W.R. Berkley position peaked at $843 in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.