Avanza Fonder
WRB icon

Avanza Fonder’s W.R. Berkley WRB Stock Holding History

Avanza Fonder’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
Q3 		$2.3M Hold
34,117
– – 0.04% 267
2026
Q2 		$2.41M Hold
34,117
– – 0.05% 258
2026
Q1 		$2.26M Hold
34,117
– – 0.06% 239
2025
Q4 		$2.39M Buy
34,117
+10,810
+46% +$797K 0.06% 247
2025
Q3 		$1.79M Hold
23,307
– – 0.05% 273
2025
Q2 		$1.71M Sell
23,307
-1,794
-7% -$129K 0.05% 274
2025
Q1 		$1.75M Sell
25,101
-943
-4% -$57.8K 0.06% 264
2024
Q4 		$1.52M Buy
+26,044
New +$1.56M 0.05% 297

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Avanza Fonder's WRB Position: Q3 2026 in Review

Avanza Fonder held its W.R. Berkley (WRB) position steady in Q3 2026 at 34,117 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #267.

Avanza Fonder first reported a position in WRB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q2 2026. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Avanza Fonder held 34,117 shares of W.R. Berkley worth $2.3M as of Q3 2026.
  • Avanza Fonder left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.04% of Avanza Fonder's portfolio in Q3 2026, its #267 holding.
  • Avanza Fonder first reported a position in W.R. Berkley in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's W.R. Berkley position peaked at $2.41M in Q2 2026.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.