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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
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

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

Avanza Fonder's WRB Position: Q2 2026 in Review

Avanza Fonder held its W.R. Berkley (WRB) position steady in Q2 2026 at 34,117 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #258.

Avanza Fonder first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Avanza Fonder held 34,117 shares of W.R. Berkley worth $2.41M as of Q2 2026.
  • Avanza Fonder left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.05% of Avanza Fonder's portfolio in Q2 2026, its #258 holding.
  • Avanza Fonder first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.