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Arbor Investment Advisors’s W.R. Berkley WRB Stock Holding History

Arbor Investment 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 		$643K Buy
+9,116
New +$611K 0.07% 70
2025
Q4 		– Sell
-8,488
Closed -$650K – 134
2025
Q3 		$650K Buy
+8,488
New +$604K 0.08% 63

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

Arbor Investment Advisors's WRB Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 9,116 shares worth $643K. The stake represents 0.07% of the portfolio and ranks #70 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in WRB as recently as Q3 2025.

Arbor Investment Advisors first reported a position in WRB in Q3 2025 and has held it in 2 quarters since. The position peaked at $650K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Arbor Investment Advisors held 9,116 shares of W.R. Berkley worth $643K as of Q2 2026.
  • W.R. Berkley was a new Arbor Investment Advisors position in Q2 2026.
  • W.R. Berkley made up 0.07% of Arbor Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Arbor Investment Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 2 quarters since.
  • Arbor Investment Advisors's W.R. Berkley position peaked at $650K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.