ACA
WRB icon

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

Aptus 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 		$838K Sell
11,878
-2,631
-18% -$176K 0.01% 662
2026
Q1 		$962K Sell
14,509
-1,318
-8% -$90.8K 0.01% 595
2025
Q4 		$1.11M Buy
15,827
+1,684
+12% +$124K 0.01% 556
2025
Q3 		$1.08M Sell
14,143
-3,929
-22% -$280K 0.01% 542
2025
Q2 		$1.33M Buy
18,072
+5,540
+44% +$397K 0.01% 481
2025
Q1 		$892K Buy
12,532
+3,654
+41% +$224K 0.01% 528
2024
Q4 		$520K Buy
8,878
+4,934
+125% +$296K 0.01% 623
2024
Q3 		$224K Sell
3,944
-2,968
-43% -$167K ﹤0.01% 738
2024
Q2 		$241K Sell
6,912
-2
-0% -$107 ﹤0.01% 678
2024
Q1 		$408K Buy
6,914
+155
+2% +$8.38K 0.01% 558
2023
Q4 		$319K Sell
6,759
-80
-1% -$3.65K 0.01% 457
2023
Q3 		$289K Sell
6,839
-223
-3% -$9.24K 0.01% 482
2023
Q2 		$280K Sell
7,062
-23
-0.3% -$904 0.01% 421
2023
Q1 		$294K Sell
7,085
-6
-0.1% -$268 0.01% 395
2022
Q4 		$343K Buy
7,091
+335
+5% +$16.2K 0.01% 393
2022
Q3 		$291K Buy
6,756
+91
+1% +$3.95K 0.01% 388
2022
Q2 		$306K Buy
6,665
+140
+2% +$6.37K 0.01% 321
2022
Q1 		$290K Buy
+6,525
New +$260K 0.01% 364

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Aptus Capital Advisors reduced its W.R. Berkley (WRB) stake by 18% in Q2 2026, selling an estimated $176K and leaving 11,878 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #662.

Aptus Capital Advisors first reported a position in WRB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.33M in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aptus Capital Advisors held 11,878 shares of W.R. Berkley worth $838K as of Q2 2026.
  • Aptus Capital Advisors sold 2,631 W.R. Berkley shares in Q2 2026, an estimated $176K.
  • W.R. Berkley made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #662 holding.
  • Aptus Capital Advisors first reported a position in W.R. Berkley in Q1 2022 and has held it in 18 quarters since.
  • Aptus Capital Advisors's W.R. Berkley position peaked at $1.33M in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.