Bell Investment Advisors’s W.R. Berkley WRB Stock Holding History

Bell Investment 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	$1.62K	Buy	23 +7	+44%	+$469	﹤0.01%	1396
2026 Q1	$1.06K	Hold	16	–	–	﹤0.01%	1530
2025 Q4	$1.12K	Hold	16	–	–	﹤0.01%	1517
2025 Q3	$1.23K	Hold	16	–	–	﹤0.01%	1508
2025 Q2	$1.18K	Hold	16	–	–	﹤0.01%	1541
2025 Q1	$1.14K	Buy	+16	New	+$981	﹤0.01%	1509
2023 Q4	–	Sell	-12	Closed	-$508	–	2010
2023 Q3	$508	Buy	+12	New	+$497	﹤0.01%	1791
2023 Q2	–	Sell	-26	Closed	-$1.06K	–	2002
2023 Q1	$1.06K	Sell	26 -1	-4%	-$45	﹤0.01%	1548
2022 Q4	$1.31K	Hold	27	–	–	﹤0.01%	1476
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1636
2022 Q2	$1K	Buy	+27	New	+$1.23K	﹤0.01%	1660

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Investment Advisors's WRB Position: Q2 2026 in Review

Bell Investment Advisors increased its W.R. Berkley (WRB) stake by 44% in Q2 2026, buying an estimated $469 and bringing the position to 23 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Bell Investment Advisors first reported a position in WRB in Q2 2022 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Bell Investment Advisors held 23 shares of W.R. Berkley worth $1.62K as of Q2 2026.
Bell Investment Advisors bought 7 W.R. Berkley shares in Q2 2026, an estimated $469.
W.R. Berkley made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1396 holding.
Bell Investment Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 11 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.