Archer Investment Corporation’s W.R. Berkley WRB Stock Holding History

Archer Investment Corporation’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	$7.69K	Hold	109	–	–	﹤0.01%	853
2026 Q1	$7.22K	Hold	109	–	–	﹤0.01%	858
2025 Q4	$7.64K	Sell	109 -3,457	-97%	-$255K	﹤0.01%	774
2025 Q3	$273K	Hold	3,566	–	–	0.06%	224
2025 Q2	$262K	Buy	3,566 +3,457	+3,172%	+$248K	0.06%	233
2025 Q1	$7.76K	Hold	109	–	–	﹤0.01%	734
2024 Q4	$6.38K	Hold	109	–	–	﹤0.01%	783
2024 Q3	$6.18K	Sell	109 -1	-0.9%	-$56	﹤0.01%	770
2024 Q2	$5.74K	Hold	110	–	–	﹤0.01%	760
2024 Q1	$6.46K	Hold	110	–	–	﹤0.01%	723
2023 Q4	$5.16K	Hold	110	–	–	﹤0.01%	779
2023 Q3	$4.63K	Hold	110	–	–	﹤0.01%	763
2023 Q2	$4.35K	Buy	+110	New	+$4.33K	﹤0.01%	760

Other funds holding WRB

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Archer Investment Corporation's WRB Position: Q2 2026 in Review

Archer Investment Corporation held its W.R. Berkley (WRB) position steady in Q2 2026 at 109 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Archer Investment Corporation first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $273K in Q3 2025. 674 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Archer Investment Corporation held 109 shares of W.R. Berkley worth $7.69K as of Q2 2026.
Archer Investment Corporation left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #853 holding.
Archer Investment Corporation first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
Archer Investment Corporation's W.R. Berkley position peaked at $273K in Q3 2025.
674 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.