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

Basecamp 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
2026
Q2 		$56.6K Buy
802
+18
+2% +$1.21K 0.01% 505
2026
Q1 		$52K Hold
784
– – 0.01% 533
2025
Q4 		$55K Buy
+784
New +$57.8K 0.01% 506

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

Basecamp Wealth Advisors's WRB Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its W.R. Berkley (WRB) stake by 2.3% in Q2 2026, buying an estimated $1.21K and bringing the position to 802 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #505.

Basecamp Wealth Advisors first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Basecamp Wealth Advisors held 802 shares of W.R. Berkley worth $56.6K as of Q2 2026.
  • Basecamp Wealth Advisors bought 18 W.R. Berkley shares in Q2 2026, an estimated $1.21K.
  • W.R. Berkley made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • Basecamp Wealth Advisors first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.