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B. Riley Wealth Advisors’s W.R. Berkley WRB Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-2,889
Closed -$221K – 1166
2025
Q3 		$221K Sell
2,889
-1,609
-36% -$115K 0.01% 855
2025
Q2 		$330K Sell
4,498
-1,645
-27% -$118K 0.02% 671
2025
Q1 		$437K Buy
6,143
+1,727
+39% +$106K 0.01% 814
2024
Q4 		$258K Sell
4,416
-230
-5% -$13.8K 0.01% 930
2024
Q3 		$264K Buy
4,646
+26
+0.6% +$1.46K 0.01% 1017
2024
Q2 		$242K Sell
4,620
-4,389
-49% -$235K 0.01% 1131
2024
Q1 		$385K Buy
9,009
+4,431
+97% +$240K 0.01% 927
2023
Q4 		$216K Sell
4,578
-4,431
-49% -$202K 0.01% 1218
2023
Q3 		$385K Sell
9,009
-4,181
-32% -$173K 0.01% 927
2023
Q2 		$524K Sell
13,190
-4,285
-25% -$168K 0.01% 828
2023
Q1 		$725K Sell
17,475
-3,923
-18% -$176K 0.02% 661
2022
Q4 		$1.04M Buy
21,398
+3,195
+18% +$154K 0.03% 521
2022
Q3 		$784K Buy
18,203
+5,967
+49% +$259K 0.02% 582
2022
Q2 		$559K Buy
12,236
+41
+0.3% +$1.86K 0.02% 614
2022
Q1 		$543K Buy
+12,195
New +$486K 0.02% 710

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's WRB Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,889 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in WRB in Q1 2022 and held it in 15 quarters. The position peaked at $1.04M in Q4 2022. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,889 W.R. Berkley shares in Q4 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in W.R. Berkley in Q1 2022 and held it in 15 quarters.
  • B. Riley Wealth Advisors's W.R. Berkley position peaked at $1.04M in Q4 2022.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.