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Ancora Advisors’s W.R. Berkley WRB Stock Holding History

Ancora 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 		$1.04M Sell
14,702
-569
-4% -$38.1K 0.02% 418
2026
Q1 		$1.01M Hold
15,271
– – 0.02% 405
2025
Q4 		$1.07M Sell
15,271
-154
-1% -$11.3K 0.02% 393
2025
Q3 		$1.18M Sell
15,425
-3,378
-18% -$241K 0.02% 390
2025
Q2 		$1.38M Buy
18,803
+250
+1% +$17.9K 0.03% 350
2025
Q1 		$1.32M Buy
18,553
+458
+3% +$28.1K 0.03% 344
2024
Q4 		$1.06M Buy
18,095
+460
+3% +$27.6K 0.02% 384
2024
Q3 		$1M Buy
17,635
+3,851
+28% +$216K 0.02% 387
2024
Q2 		$722K Buy
13,784
+6,188
+81% +$331K 0.02% 440
2024
Q1 		$448K Sell
7,596
-3,750
-33% -$203K 0.01% 522
2023
Q4 		$535K Hold
11,346
– – 0.01% 498
2023
Q3 		$480K Hold
11,346
– – 0.01% 485
2023
Q2 		$451K Sell
11,346
-2,085
-16% -$82K 0.01% 488
2023
Q1 		$557K Sell
13,431
-2,637
-16% -$118K 0.02% 452
2022
Q4 		$777K Hold
16,068
– – 0.02% 398
2022
Q3 		$692K Sell
16,068
-225
-1% -$9.77K 0.02% 434
2022
Q2 		$741K Buy
16,293
+43
+0.3% +$1.96K 0.02% 434
2022
Q1 		$721K Sell
16,250
-2
-0% -$80 0.02% 452
2021
Q4 		$595K Buy
16,252
+182
+1% +$6.45K 0.01% 514
2021
Q3 		$523K Buy
16,070
+178
+1% +$5.87K 0.01% 536
2021
Q2 		$526K Hold
15,892
– – 0.01% 529
2021
Q1 		$532K Hold
15,892
– – 0.01% 509
2020
Q4 		$469K Buy
+15,892
New +$458K 0.02% 478

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

Ancora Advisors's WRB Position: Q2 2026 in Review

Ancora Advisors reduced its W.R. Berkley (WRB) stake by 3.7% in Q2 2026, selling an estimated $38.1K and leaving 14,702 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #418.

Ancora Advisors first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.38M in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ancora Advisors held 14,702 shares of W.R. Berkley worth $1.04M as of Q2 2026.
  • Ancora Advisors sold 569 W.R. Berkley shares in Q2 2026, an estimated $38.1K.
  • W.R. Berkley made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #418 holding.
  • Ancora Advisors first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • Ancora Advisors's W.R. Berkley position peaked at $1.38M in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.