Arax Advisory Partners’s W.R. Berkley WRB Stock Holding History

Arax Advisory Partners’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	$1.58M	Buy	22,374 +16,052	+254%	+$1.08M	0.01%	954
2026 Q1	$419K	Sell	6,322 -1,969	-24%	-$136K	0.01%	718
2025 Q4	$581K	Sell	8,291 -13,422	-62%	-$989K	0.02%	543
2025 Q3	$1.66M	Buy	21,713 +14,987	+223%	+$1.07M	0.02%	509
2025 Q2	$494K	Sell	6,726 -253	-4%	-$18.1K	0.02%	400
2025 Q1	$497K	Buy	6,979 +4,913	+238%	+$301K	0.03%	319
2024 Q4	$121K	Buy	2,066 +1,135	+122%	+$68K	0.01%	620
2024 Q3	$52.8K	Buy	931 +14	+2%	+$786	﹤0.01%	699
2024 Q2	$48K	Buy	917 +444	+94%	+$23.8K	﹤0.01%	678
2024 Q1	$27.9K	Hold	473	–	–	﹤0.01%	611
2023 Q4	$22.3K	Hold	473	–	–	﹤0.01%	631
2023 Q3	$20K	Hold	473	–	–	﹤0.01%	584
2023 Q2	$18.8K	Hold	473	–	–	﹤0.01%	596
2023 Q1	$19.6K	Sell	473 -273	-37%	-$12.2K	﹤0.01%	589
2022 Q4	$36.1K	Hold	746	–	–	0.01%	490
2022 Q3	$32K	Buy	746 +2	+0.3%	+$87	0.01%	504
2022 Q2	$34K	Buy	+744	New	+$33.8K	0.01%	482

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arax Advisory Partners's WRB Position: Q2 2026 in Review

Arax Advisory Partners increased its W.R. Berkley (WRB) stake by 254% in Q2 2026, buying an estimated $1.08M and bringing the position to 22,374 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #954.

Arax Advisory Partners first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.66M in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Arax Advisory Partners held 22,374 shares of W.R. Berkley worth $1.58M as of Q2 2026.
Arax Advisory Partners bought 16,052 W.R. Berkley shares in Q2 2026, an estimated $1.08M.
W.R. Berkley made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #954 holding.
Arax Advisory Partners first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
Arax Advisory Partners's W.R. Berkley position peaked at $1.66M in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.