Belpointe Asset Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Buy |
27,646
+334
| +1% | +$22.4K | 0.06% | 287 |
|
|
2026
Q1 | $1.81M | Sell |
27,312
-615
| -2% | -$42.4K | 0.07% | 263 |
|
|
2025
Q4 | $1.96M | Sell |
27,927
-13,320
| -32% | -$982K | 0.07% | 228 |
|
|
2025
Q3 | $3.16M | Buy |
41,247
+2
| +0% | +$142 | 0.12% | 142 |
|
|
2025
Q2 | $3.03M | Sell |
41,245
-5,063
| -11% | -$363K | 0.13% | 145 |
|
|
2025
Q1 | $3.3M | Sell |
46,308
-126
| -0.3% | -$7.72K | 0.17% | 113 |
|
|
2024
Q4 | $2.77M | Sell |
46,434
-135
| -0.3% | -$8.09K | 0.17% | 125 |
|
|
2024
Q3 | $2.64M | Buy |
46,569
+127
| +0.3% | +$7.13K | 0.16% | 126 |
|
|
2024
Q2 | $2.43M | Hold |
46,442
| – | – | 0.17% | 119 |
|
|
2024
Q1 | $2.74M | Hold |
46,442
| – | – | 0.21% | 108 |
|
|
2023
Q4 | $2.19M | Sell |
46,442
-5,064
| -10% | -$231K | 0.19% | 106 |
|
|
2023
Q3 | $2.18M | Buy |
51,506
+804
| +2% | +$33.3K | 0.23% | 86 |
|
|
2023
Q2 | $2.01M | Sell |
50,702
-3,411
| -6% | -$134K | 0.21% | 98 |
|
|
2023
Q1 | $2.25M | Sell |
54,113
-7,686
| -12% | -$344K | 0.12% | 174 |
|
|
2022
Q4 | $2.99M | Buy |
61,799
+345
| +0.6% | +$16.6K | 0.18% | 104 |
|
|
2022
Q3 | $2.65M | Sell |
61,454
-8,896
| -13% | -$386K | 0.18% | 111 |
|
|
2022
Q2 | $3.2M | Buy |
70,350
+8,586
| +14% | +$390K | 0.21% | 93 |
|
|
2022
Q1 | $2.74M | Buy |
61,764
+46,435
| +303% | +$1.85M | 0.17% | 126 |
|
|
2021
Q4 | $561K | Sell |
15,329
-45,142
| -75% | -$1.6M | 0.04% | 479 |
|
|
2021
Q3 | $1.97M | Buy |
60,471
+301
| +0.5% | +$9.93K | 0.13% | 160 |
|
|
2021
Q2 | $1.99M | Hold |
60,170
| – | – | 0.14% | 157 |
|
|
2021
Q1 | $2.02M | Sell |
60,170
-1,012
| -2% | -$31.2K | 0.17% | 126 |
|
|
2020
Q4 | $1.81M | Buy |
61,182
+1,012
| +2% | +$29.2K | 0.16% | 137 |
|
|
2020
Q3 | $1.64M | Hold |
60,170
| – | – | 0.18% | 117 |
|
|
2020
Q2 | $1.53M | Sell |
60,170
-180
| -0.3% | -$4.42K | 0.2% | 109 |
|
|
2020
Q1 | $1.4M | Buy |
60,350
+171
| +0.3% | +$5.09K | 0.25% | 95 |
|
|
2019
Q4 | $1.85M | Sell |
60,179
-2,079
| -3% | -$64.2K | 0.23% | 104 |
|
|
2019
Q3 | $2M | Buy |
62,258
+153
| +0.2% | +$4.78K | 0.32% | 73 |
|
|
2019
Q2 | $1.82M | Buy |
62,105
+143
| +0.2% | +$3.91K | 0.36% | 57 |
|
|
2019
Q1 | $1.55M | Buy |
61,962
+1,803
| +3% | +$42.5K | 0.3% | 53 |
|
|
2018
Q4 | $1.32M | Sell |
60,159
-3,450
| -5% | -$77.5K | 0.33% | 64 |
|
|
2018
Q3 | $1.51M | Sell |
63,609
-894
| -1% | -$20.3K | 0.24% | 79 |
|
|
2018
Q2 | $1.38M | Sell |
64,503
-186
| -0.3% | -$4.14K | 0.39% | 41 |
|
|
2018
Q1 | $1.39M | Buy |
64,689
+4,543
| +8% | +$94.8K | 0.41% | 36 |
|
|
2017
Q4 | $1.28M | Sell |
60,146
-1,687
| -3% | -$34.5K | 0.28% | 80 |
|
|
2017
Q3 | $1.22M | Buy |
+61,833
| New | +$1.24M | 0.29% | 79 |
|
Other funds holding WRB
MSI
Belpointe Asset Management's WRB Position: Q2 2026 in Review
Belpointe Asset Management increased its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 27,646 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #287.
Belpointe Asset Management first reported a position in WRB in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.3M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Belpointe Asset Management held 27,646 shares of W.R. Berkley worth $1.95M as of Q2 2026.
- Belpointe Asset Management bought 334 W.R. Berkley shares in Q2 2026, an estimated $22.4K.
- W.R. Berkley made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #287 holding.
- Belpointe Asset Management first reported a position in W.R. Berkley in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's W.R. Berkley position peaked at $3.3M in Q1 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.