AWA
WRB icon

Arkadios Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Arkadios Wealth 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
Q1 		$226K Sell
3,403
-504
-13% -$34.7K ﹤0.01% 1514
2025
Q4 		$274K Buy
3,907
+744
+24% +$54.8K 0.01% 1290
2025
Q3 		$242K Buy
+3,163
New +$225K 0.01% 1260
2024
Q2 		– Sell
-7,766
Closed -$458K – 915
2024
Q1 		$458K Buy
7,766
+734
+10% +$39.7K 0.04% 398
2023
Q4 		$332K Buy
+7,032
New +$321K 0.03% 485

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arkadios Wealth Advisors's WRB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its W.R. Berkley (WRB) stake by 13% in Q1 2026, selling an estimated $34.7K and leaving 3,403 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Arkadios Wealth Advisors first reported a position in WRB in Q4 2023 and has held it in 5 quarters since. The position peaked at $458K in Q1 2024. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Arkadios Wealth Advisors held 3,403 shares of W.R. Berkley worth $226K as of Q1 2026.
  • Arkadios Wealth Advisors sold 504 W.R. Berkley shares in Q1 2026, an estimated $34.7K.
  • W.R. Berkley made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1514 holding.
  • Arkadios Wealth Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's W.R. Berkley position peaked at $458K in Q1 2024.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.