ACA
WRB icon

Atlas Capital Advisors’s W.R. Berkley WRB Stock Holding History

Atlas Capital 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 		$69K Buy
979
+366
+60% +$24.5K 0.01% 659
2026
Q1 		$40.6K Buy
613
+607
+10,117% +$41.8K ﹤0.01% 680
2025
Q4 		$420 Buy
+6
New +$442 ﹤0.01% 933
2023
Q1 		– Sell
-1,143
Closed -$55.3K – 965
2022
Q4 		$55.3K Sell
1,143
-27
-2% -$1.3K 0.01% 529
2022
Q3 		$50.4K Buy
1,170
+87
+8% +$3.78K 0.01% 531
2022
Q2 		$49.3K Buy
+1,083
New +$49.2K 0.01% 564

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

Atlas Capital Advisors's WRB Position: Q2 2026 in Review

Atlas Capital Advisors increased its W.R. Berkley (WRB) stake by 60% in Q2 2026, buying an estimated $24.5K and bringing the position to 979 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #659.

Atlas Capital Advisors first reported a position in WRB in Q2 2022 and has held it in 6 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Atlas Capital Advisors held 979 shares of W.R. Berkley worth $69K as of Q2 2026.
  • Atlas Capital Advisors bought 366 W.R. Berkley shares in Q2 2026, an estimated $24.5K.
  • W.R. Berkley made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #659 holding.
  • Atlas Capital Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 6 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.