AWM
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Avior Wealth Management’s W.R. Berkley WRB Stock Holding History

Avior Wealth Management’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 		$550K Sell
7,799
-17
-0.2% -$1.14K 0.01% 490
2026
Q1 		$518K Buy
7,816
+15
+0.2% +$1.03K 0.01% 522
2025
Q4 		$547K Sell
7,801
-267
-3% -$19.7K 0.02% 437
2025
Q3 		$618K Sell
8,068
-21
-0.3% -$1.5K 0.02% 401
2025
Q2 		$594K Buy
8,089
+60
+0.7% +$4.3K 0.02% 391
2025
Q1 		$571K Buy
8,029
+155
+2% +$9.5K 0.02% 370
2024
Q4 		$461K Buy
7,874
+52
+0.7% +$3.12K 0.02% 470
2024
Q3 		$444K Buy
7,822
+26
+0.3% +$1.46K 0.02% 481
2024
Q2 		$408K Sell
7,796
-2,161
-22% -$116K 0.02% 489
2024
Q1 		$587K Buy
9,957
+2,856
+40% +$154K 0.03% 400
2023
Q4 		$335K Buy
7,101
+129
+2% +$5.88K 0.02% 425
2023
Q3 		$295K Hold
6,972
– – 0.02% 443
2023
Q2 		$277K Buy
6,972
+12
+0.2% +$472 0.02% 463
2023
Q1 		$289K Buy
6,960
+81
+1% +$3.62K 0.02% 456
2022
Q4 		$333K Buy
6,879
+19
+0.3% +$916 0.03% 388
2022
Q3 		$295K Buy
6,860
+62
+0.9% +$2.69K 0.02% 386
2022
Q2 		$309K Hold
6,798
– – 0.03% 349
2022
Q1 		$301K Buy
6,798
+10
+0.1% +$399 0.03% 383
2021
Q4 		$248K Buy
+6,788
New +$241K 0.02% 405

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 $3.38T AUM 44.17% 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

Avior Wealth Management's WRB Position: Q2 2026 in Review

Avior Wealth Management reduced its W.R. Berkley (WRB) stake by 0.22% in Q2 2026, selling an estimated $1.14K and leaving 7,799 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #490.

Avior Wealth Management first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $618K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Avior Wealth Management held 7,799 shares of W.R. Berkley worth $550K as of Q2 2026.
  • Avior Wealth Management sold 17 W.R. Berkley shares in Q2 2026, an estimated $1.14K.
  • W.R. Berkley made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Avior Wealth Management first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
  • Avior Wealth Management's W.R. Berkley position peaked at $618K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.