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 Q2	$216K	Sell	3,068 -335	-10%	-$22.4K	﹤0.01%	1588
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 $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

Arkadios Wealth Advisors's WRB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its W.R. Berkley (WRB) stake by 9.8% in Q2 2026, selling an estimated $22.4K and leaving 3,068 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Arkadios Wealth Advisors first reported a position in WRB in Q4 2023 and has held it in 6 quarters since. The position peaked at $458K in Q1 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Arkadios Wealth Advisors held 3,068 shares of W.R. Berkley worth $216K as of Q2 2026.
Arkadios Wealth Advisors sold 335 W.R. Berkley shares in Q2 2026, an estimated $22.4K.
W.R. Berkley made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1588 holding.
Arkadios Wealth Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 6 quarters since.
Arkadios Wealth Advisors's W.R. Berkley position peaked at $458K in Q1 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.