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Apella Capital’s W.R. Berkley WRB Stock Holding History

Apella Capital’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 		$306K Sell
4,283
-54
-1% -$3.62K ﹤0.01% 577
2026
Q1 		$290K Buy
4,337
+225
+5% +$15.5K ﹤0.01% 563
2025
Q4 		$288K Buy
4,112
+92
+2% +$6.78K 0.01% 450
2025
Q3 		$296K Buy
+4,020
New +$286K 0.01% 394

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital's WRB Position: Q2 2026 in Review

Apella Capital reduced its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, selling an estimated $3.62K and leaving 4,283 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Apella Capital first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Apella Capital held 4,283 shares of W.R. Berkley worth $306K as of Q2 2026.
  • Apella Capital sold 54 W.R. Berkley shares in Q2 2026, an estimated $3.62K.
  • W.R. Berkley made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #577 holding.
  • Apella Capital first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.