ACA
WRB icon

Anchor Capital Advisors’s W.R. Berkley WRB Stock Holding History

Anchor Capital Advisors’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 		$73M Sell
1,035,350
-98,540
-9% -$6.6M 2.05% 4
2026
Q1 		$75.2M Buy
1,133,890
+7,539
+0.7% +$519K 2.14% 4
2025
Q4 		$79M Sell
1,126,351
-26,990
-2% -$1.99M 2.29% 3
2025
Q3 		$88.4M Sell
1,153,341
-30,493
-3% -$2.17M 2.56% 2
2025
Q2 		$87M Sell
1,183,834
-51,170
-4% -$3.67M 2.55% 1
2025
Q1 		$87.9M Sell
1,235,004
-60,789
-5% -$3.73M 2.62% 1
2024
Q4 		$75.8M Sell
1,295,793
-62,502
-5% -$3.74M 2.16% 2
2024
Q3 		$77.1M Sell
1,358,295
-39,159
-3% -$2.2M 2.05% 2
2024
Q2 		$73.2M Sell
1,397,454
-54,896
-4% -$2.94M 2.06% 5
2024
Q1 		$85.6M Buy
1,452,350
+5,063
+0.3% +$274K 2.24% 2
2023
Q4 		$68.2M Sell
1,447,287
-106,730
-7% -$4.87M 1.8% 10
2023
Q3 		$65.8M Buy
1,554,017
+225,149
+17% +$9.33M 1.84% 11
2023
Q2 		$52.8M Buy
1,328,868
+985,902
+287% +$38.8M 1.37% 28
2023
Q1 		$14.2M Buy
342,966
+5,410
+2% +$242K 0.38% 82
2022
Q4 		$16.3M Sell
337,556
-102,894
-23% -$4.96M 0.42% 73
2022
Q3 		$19M Sell
440,450
-27,084
-6% -$1.18M 0.52% 68
2022
Q2 		$21.3M Sell
467,534
-60,903
-12% -$2.77M 0.54% 64
2022
Q1 		$23.5M Sell
528,437
-36,297
-6% -$1.45M 0.5% 72
2021
Q4 		$20.7M Sell
564,734
-23,065
-4% -$818K 0.41% 83
2021
Q3 		$19.1M Buy
587,799
+1,667
+0.3% +$55K 0.4% 88
2021
Q2 		$19.4M Buy
586,132
+1,487
+0.3% +$51.5K 0.39% 88
2021
Q1 		$19.6M Buy
584,645
+21,308
+4% +$657K 0.41% 84
2020
Q4 		$16.6M Sell
563,337
-1,103
-0.2% -$31.8K 0.38% 90
2020
Q3 		$15.3M Sell
564,440
-443
-0.1% -$12.1K 0.39% 90
2020
Q2 		$14.4M Buy
564,883
+111,985
+25% +$2.75M 0.37% 92
2020
Q1 		$10.5M Buy
+452,898
New +$13.5M 0.31% 98

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

Anchor Capital Advisors's WRB Position: Q2 2026 in Review

Anchor Capital Advisors reduced its W.R. Berkley (WRB) stake by 8.7% in Q2 2026, selling an estimated $6.6M and leaving 1,035,350 shares worth $73M. The position accounts for 2.05% of the portfolio, ranked #4.

Anchor Capital Advisors first reported a position in WRB in Q1 2020 and has held it in 26 quarters since. The position peaked at $88.4M in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Anchor Capital Advisors held 1,035,350 shares of W.R. Berkley worth $73M as of Q2 2026.
  • Anchor Capital Advisors sold 98,540 W.R. Berkley shares in Q2 2026, an estimated $6.6M.
  • W.R. Berkley made up 2.05% of Anchor Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Anchor Capital Advisors first reported a position in W.R. Berkley in Q1 2020 and has held it in 26 quarters since.
  • Anchor Capital Advisors's W.R. Berkley position peaked at $88.4M in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.