AC
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Avestar Capital’s W.R. Berkley WRB Stock Holding History

Avestar Capital’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 		$246K Sell
3,461
-14
-0.4% -$938 0.01% 496
2026
Q1 		$230K Sell
3,475
-10
-0.3% -$689 0.01% 467
2025
Q4 		$244K Sell
3,485
-61
-2% -$4.5K 0.02% 440
2025
Q3 		$272K Sell
3,546
-167
-4% -$11.9K 0.02% 430
2025
Q2 		$274K Sell
3,713
-33
-0.9% -$2.37K 0.02% 408
2025
Q1 		$267K Sell
3,746
-825
-18% -$50.6K 0.02% 400
2024
Q4 		$267K Buy
4,571
+289
+7% +$17.3K 0.02% 409
2024
Q3 		$243K Buy
4,282
+25
+0.6% +$1.4K 0.03% 405
2024
Q2 		$223K Sell
4,257
-3,401
-44% -$182K 0.02% 403
2024
Q1 		$451K Buy
7,658
+134
+2% +$7.25K 0.05% 252
2023
Q4 		$355K Sell
7,524
-140
-2% -$6.38K 0.04% 261
2023
Q3 		$327K Buy
7,664
+1,641
+27% +$68K 0.05% 229
2023
Q2 		$239K Buy
+6,023
New +$237K 0.04% 277
2019
Q3 		– Sell
-20
Closed – – 851
2019
Q2 		$0 Hold
20
– – ﹤0.01% 986
2019
Q1 		$0 Hold
20
– – ﹤0.01% 989
2018
Q4 		$0 Hold
20
– – ﹤0.01% 1016
2018
Q3 		$0 Sell
20
-142
-88% -$3.22K ﹤0.01% 1017
2018
Q2 		$3K Buy
162
+27
+20% +$600 ﹤0.01% 658
2018
Q1 		$2K Buy
135
+20
+17% +$417 ﹤0.01% 656
2017
Q4 		$2K Buy
+115
New +$2.35K ﹤0.01% 655

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

Avestar Capital's WRB Position: Q2 2026 in Review

Avestar Capital reduced its W.R. Berkley (WRB) stake by 0.4% in Q2 2026, selling an estimated $938 and leaving 3,461 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #496.

Avestar Capital first reported a position in WRB in Q4 2017 and has held it in 20 quarters since. The position peaked at $451K in Q1 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Avestar Capital held 3,461 shares of W.R. Berkley worth $246K as of Q2 2026.
  • Avestar Capital sold 14 W.R. Berkley shares in Q2 2026, an estimated $938.
  • W.R. Berkley made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #496 holding.
  • Avestar Capital first reported a position in W.R. Berkley in Q4 2017 and has held it in 20 quarters since.
  • Avestar Capital's W.R. Berkley position peaked at $451K in Q1 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.