BPA
WRB icon

Beacon Pointe Advisors’s W.R. Berkley WRB Stock Holding History

Beacon Pointe 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 		$1.9M Buy
26,971
+126
+0.5% +$8.44K 0.01% 787
2026
Q1 		$1.78M Buy
26,845
+664
+3% +$45.7K 0.01% 774
2025
Q4 		$1.84M Buy
26,181
+490
+2% +$36.1K 0.01% 635
2025
Q3 		$1.97M Buy
25,691
+2,884
+13% +$205K 0.02% 548
2025
Q2 		$1.68M Sell
22,807
-1,353
-6% -$97K 0.02% 523
2025
Q1 		$1.72M Sell
24,160
-267
-1% -$16.4K 0.02% 494
2024
Q4 		$1.43M Sell
24,427
-279
-1% -$16.7K 0.02% 545
2024
Q3 		$1.4M Sell
24,706
-14,336
-37% -$805K 0.02% 549
2024
Q2 		$2.05M Sell
39,042
-4,745
-11% -$254K 0.02% 469
2024
Q1 		$2.58M Sell
43,787
-849
-2% -$45.9K 0.03% 437
2023
Q4 		$2.1M Buy
44,636
+5,337
+14% +$243K 0.03% 470
2023
Q3 		$1.66M Buy
+39,299
New +$1.63M 0.02% 502
2022
Q2 		– Sell
-7,073
Closed -$314K – 1231
2022
Q1 		$314K Buy
+7,073
New +$282K ﹤0.01% 968

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

Beacon Pointe Advisors's WRB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its W.R. Berkley (WRB) stake by 0.47% in Q2 2026, buying an estimated $8.44K and bringing the position to 26,971 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #787.

Beacon Pointe Advisors first reported a position in WRB in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2024. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Beacon Pointe Advisors held 26,971 shares of W.R. Berkley worth $1.9M as of Q2 2026.
  • Beacon Pointe Advisors bought 126 W.R. Berkley shares in Q2 2026, an estimated $8.44K.
  • W.R. Berkley made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #787 holding.
  • Beacon Pointe Advisors first reported a position in W.R. Berkley in Q1 2022 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's W.R. Berkley position peaked at $2.58M in Q1 2024.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.