BEI
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Benjamin Edwards Inc’s W.R. Berkley WRB Stock Holding History

Benjamin Edwards Inc’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 		$7.08M Sell
100,422
-6,462
-6% -$433K 0.06% 282
2026
Q1 		$7.08M Sell
106,884
-5,444
-5% -$375K 0.07% 264
2025
Q4 		$7.88M Sell
112,328
-14,140
-11% -$1.04M 0.09% 228
2025
Q3 		$9.69M Buy
126,468
+735
+0.6% +$52.3K 0.11% 188
2025
Q2 		$9.24M Sell
125,733
-5,871
-4% -$421K 0.12% 182
2025
Q1 		$9.37M Sell
131,604
-7,124
-5% -$437K 0.13% 171
2024
Q4 		$8.12M Sell
138,728
-2,895
-2% -$173K 0.12% 189
2024
Q3 		$8.03M Buy
141,623
+138,363
+4,244% +$7.77M 0.12% 188
2024
Q2 		$171K Buy
3,260
+354
+12% +$19K 0.03% 365
2024
Q1 		$171K Buy
2,906
+1,131
+64% +$61.2K 0.03% 359
2023
Q4 		$84K Buy
1,775
+299
+20% +$13.6K 0.02% 436
2023
Q3 		$62K Buy
1,476
+508
+52% +$21K 0.01% 436
2023
Q2 		$38K Sell
968
-45
-4% -$1.77K 0.01% 483
2023
Q1 		$42K Sell
1,013
-64
-6% -$2.86K 0.01% 483
2022
Q4 		$52K Buy
1,077
+33
+3% +$1.59K 0.01% 414
2022
Q3 		$45K Buy
1,044
+204
+24% +$8.86K 0.01% 429
2022
Q2 		$38K Hold
840
– – 0.01% 453
2022
Q1 		$37K Buy
840
+43
+5% +$1.72K 0.01% 484
2021
Q4 		$29K Buy
797
+48
+6% +$1.7K 0.01% 477
2021
Q3 		$24K Hold
749
– – 0.01% 388
2021
Q2 		$25K Buy
+749
New +$25.9K 0.02% 321

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

Benjamin Edwards Inc's WRB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its W.R. Berkley (WRB) stake by 6% in Q2 2026, selling an estimated $433K and leaving 100,422 shares worth $7.08M. The position accounts for 0.06% of the portfolio, ranked #282.

Benjamin Edwards Inc first reported a position in WRB in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.69M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Benjamin Edwards Inc held 100,422 shares of W.R. Berkley worth $7.08M as of Q2 2026.
  • Benjamin Edwards Inc sold 6,462 W.R. Berkley shares in Q2 2026, an estimated $433K.
  • W.R. Berkley made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #282 holding.
  • Benjamin Edwards Inc first reported a position in W.R. Berkley in Q2 2021 and has held it in 21 quarters since.
  • Benjamin Edwards Inc's W.R. Berkley position peaked at $9.69M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.