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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
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 $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

Atlas Capital Advisors's WRB Position: Q1 2026 in Review

Atlas Capital Advisors increased its W.R. Berkley (WRB) stake by 10,117% in Q1 2026, buying an estimated $41.8K and bringing the position to 613 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Atlas Capital Advisors first reported a position in WRB in Q2 2022 and has held it in 5 quarters since. The position peaked at $55.3K in Q4 2022. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Atlas Capital Advisors held 613 shares of W.R. Berkley worth $40.6K as of Q1 2026.
  • Atlas Capital Advisors bought 607 W.R. Berkley shares in Q1 2026, an estimated $41.8K.
  • W.R. Berkley made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #680 holding.
  • Atlas Capital Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 5 quarters since.
  • Atlas Capital Advisors's W.R. Berkley position peaked at $55.3K in Q4 2022.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.