Avantax Advisory Services’s W.R. Berkley WRB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.23M	Sell	16,769 -1,412	-8%	-$101K	0.01%	1035
2025 Q1	$1.29M	Sell	18,181 -346	-2%	-$21.2K	0.01%	957
2024 Q4	$1.08M	Buy	18,527 +524	+3%	+$31.4K	0.01%	1005
2024 Q3	$1.02M	Sell	18,003 -506	-3%	-$28.4K	0.01%	1005
2024 Q2	$970K	Buy	18,509 +9,311	+101%	+$499K	0.01%	993
2024 Q1	$542K	Buy	9,198 +2,098	+30%	+$113K	﹤0.01%	994
2023 Q4	$335K	Buy	+7,100	New	+$324K	﹤0.01%	1187
2020 Q4	–	Sell	-15,422	Closed	-$419K	–	1366
2020 Q3	$419K	Buy	15,422 +1,989	+15%	+$54.5K	0.01%	873
2020 Q2	$342K	Buy	13,433 +1,985	+17%	+$48.7K	0.01%	593
2020 Q1	$265K	Buy	11,448 +29	+0.3%	+$864	0.01%	624
2019 Q4	$351K	Buy	+11,419	New	+$352K	0.01%	584

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avantax Advisory Services's WRB Position: Q2 2025 in Review

Avantax Advisory Services reduced its W.R. Berkley (WRB) stake by 7.8% in Q2 2025, selling an estimated $101K and leaving 16,769 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1035.

Avantax Advisory Services first reported a position in WRB in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Avantax Advisory Services held 16,769 shares of W.R. Berkley worth $1.23M as of Q2 2025.
Avantax Advisory Services sold 1,412 W.R. Berkley shares in Q2 2025, an estimated $101K.
W.R. Berkley made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1035 holding.
Avantax Advisory Services first reported a position in W.R. Berkley in Q4 2019 and has held it in 11 quarters since.
Avantax Advisory Services's W.R. Berkley position peaked at $1.29M in Q1 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.