Burney Company’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 | $6.94M | Sell |
98,360
-444
| -0.4% | -$29.8K | 0.19% | 91 |
|
|
2026
Q1 | $6.55M | Sell |
98,804
-16,446
| -14% | -$1.13M | 0.2% | 86 |
|
|
2025
Q4 | $8.08M | Buy |
115,250
+180
| +0.2% | +$13.3K | 0.25% | 85 |
|
|
2025
Q3 | $8.82M | Sell |
115,070
-1,342
| -1% | -$95.5K | 0.28% | 88 |
|
|
2025
Q2 | $8.55M | Buy |
116,412
+261
| +0.2% | +$18.7K | 0.29% | 87 |
|
|
2025
Q1 | $8.27M | Sell |
116,151
-571
| -0.5% | -$35K | 0.3% | 83 |
|
|
2024
Q4 | $6.83M | Sell |
116,722
-160
| -0.1% | -$9.58K | 0.24% | 90 |
|
|
2024
Q3 | $6.63M | Sell |
116,882
-1,816
| -2% | -$102K | 0.24% | 99 |
|
|
2024
Q2 | $6.22M | Buy |
118,698
+75
| +0.1% | +$4.02K | 0.24% | 103 |
|
|
2024
Q1 | $6.99M | Buy |
118,623
+1,695
| +1% | +$91.7K | 0.27% | 97 |
|
|
2023
Q4 | $5.51M | Sell |
116,928
-824
| -0.7% | -$37.6K | 0.23% | 114 |
|
|
2023
Q3 | $4.98M | Buy |
117,752
+1,370
| +1% | +$56.8K | 0.23% | 111 |
|
|
2023
Q2 | $4.62M | Buy |
116,382
+288
| +0.2% | +$11.3K | 0.21% | 129 |
|
|
2023
Q1 | $4.82M | Sell |
116,094
-7,047
| -6% | -$315K | 0.24% | 121 |
|
|
2022
Q4 | $5.96M | Sell |
123,141
-2
| -0% | -$96 | 0.3% | 97 |
|
|
2022
Q3 | $5.3M | Buy |
123,143
+2,609
| +2% | +$113K | 0.29% | 102 |
|
|
2022
Q2 | $5.49M | Buy |
120,534
+8,238
| +7% | +$375K | 0.29% | 103 |
|
|
2022
Q1 | $4.99M | Sell |
112,296
-922
| -0.8% | -$36.8K | 0.23% | 122 |
|
|
2021
Q4 | $4.15M | Sell |
113,218
-2,297
| -2% | -$81.4K | 0.18% | 153 |
|
|
2021
Q3 | $3.76M | Sell |
115,515
-2,356
| -2% | -$77.7K | 0.18% | 151 |
|
|
2021
Q2 | $3.9M | Sell |
117,871
-614
| -0.5% | -$21.3K | 0.18% | 150 |
|
|
2021
Q1 | $3.97M | Sell |
118,485
-1,085
| -0.9% | -$33.5K | 0.2% | 138 |
|
|
2020
Q4 | $3.53M | Sell |
119,570
-4,371
| -4% | -$126K | 0.19% | 145 |
|
|
2020
Q3 | $3.37M | Sell |
123,941
-3,069
| -2% | -$84.1K | 0.21% | 142 |
|
|
2020
Q2 | $3.23M | Buy |
127,010
+328
| +0.3% | +$8.04K | 0.21% | 136 |
|
|
2020
Q1 | $2.94M | Sell |
126,682
-6,669
| -5% | -$199K | 0.23% | 123 |
|
|
2019
Q4 | $4.09M | Sell |
133,351
-1,721
| -1% | -$53.1K | 0.23% | 125 |
|
|
2019
Q3 | $4.34M | Sell |
135,072
-482
| -0.4% | -$15.1K | 0.26% | 116 |
|
|
2019
Q2 | $3.97M | Sell |
135,554
-1,788
| -1% | -$48.9K | 0.24% | 124 |
|
|
2019
Q1 | $3.45M | Sell |
137,342
-1,182
| -0.9% | -$27.9K | 0.21% | 144 |
|
|
2018
Q4 | $3.03M | Sell |
138,524
-1,461
| -1% | -$32.8K | 0.21% | 137 |
|
|
2018
Q3 | $3.31M | Buy |
139,985
+132
| +0.1% | +$3K | 0.2% | 150 |
|
|
2018
Q2 | $3M | Sell |
139,853
-1,320
| -0.9% | -$29.4K | 0.18% | 157 |
|
|
2018
Q1 | $3.04M | Buy |
141,173
+304
| +0.2% | +$6.34K | 0.19% | 148 |
|
|
2017
Q4 | $2.99M | Buy |
140,869
+1,090
| +0.8% | +$22.3K | 0.17% | 154 |
|
|
2017
Q3 | $2.76M | Sell |
139,779
-1,728
| -1% | -$34.6K | 0.18% | 146 |
|
|
2017
Q2 | $2.9M | Buy |
141,507
+445
| +0.3% | +$9.01K | 0.19% | 136 |
|
|
2017
Q1 | $2.95M | Sell |
141,062
-2,646
| -2% | -$54.4K | 0.19% | 132 |
|
|
2016
Q4 | $2.83M | Buy |
143,708
+108
| +0.1% | +$1.94K | 0.19% | 133 |
|
|
2016
Q3 | $2.48M | Buy |
143,600
+2,356
| +2% | +$40.7K | 0.18% | 138 |
|
|
2016
Q2 | $2.51M | Buy |
141,244
+5,734
| +4% | +$95.4K | 0.18% | 134 |
|
|
2016
Q1 | $2.26M | Sell |
135,510
-756
| -0.6% | -$11.6K | 0.16% | 142 |
|
|
2015
Q4 | $2.24M | Sell |
136,266
-2,865
| -2% | -$46.8K | 0.17% | 142 |
|
|
2015
Q3 | $2.24M | Sell |
139,131
-11,897
| -8% | -$195K | 0.17% | 145 |
|
|
2015
Q2 | $2.32M | Sell |
151,028
-2,271
| -1% | -$33.8K | 0.16% | 142 |
|
|
2015
Q1 | $2.29M | Buy |
153,299
+5,879
| +4% | +$87.4K | 0.16% | 144 |
|
|
2014
Q4 | $2.24M | Sell |
147,420
-4,131
| -3% | -$62.1K | 0.18% | 135 |
|
|
2014
Q3 | $2.15M | Buy |
151,551
+24,097
| +19% | +$334K | 0.18% | 134 |
|
|
2014
Q2 | $1.75M | Buy |
127,454
+3,811
| +3% | +$49.5K | 0.15% | 154 |
|
|
2014
Q1 | $1.52M | Buy |
123,643
+13,844
| +13% | +$167K | 0.14% | 169 |
|
|
2013
Q4 | $1.41M | Sell |
109,799
-5,238
| -5% | -$67.2K | 0.14% | 175 |
|
|
2013
Q3 | $1.46M | Buy |
115,037
+1,590
| +1% | +$19.9K | 0.16% | 157 |
|
|
2013
Q2 | $1.37M | Buy |
+113,447
| New | +$1.43M | 0.17% | 149 |
|
Other funds holding WRB
MSI
Burney Company's WRB Position: Q2 2026 in Review
Burney Company reduced its W.R. Berkley (WRB) stake by 0.45% in Q2 2026, selling an estimated $29.8K and leaving 98,360 shares worth $6.94M. The position accounts for 0.19% of the portfolio, ranked #91.
Burney Company first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.82M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Burney Company held 98,360 shares of W.R. Berkley worth $6.94M as of Q2 2026.
- Burney Company sold 444 W.R. Berkley shares in Q2 2026, an estimated $29.8K.
- W.R. Berkley made up 0.19% of Burney Company's portfolio in Q2 2026, its #91 holding.
- Burney Company first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
- Burney Company's W.R. Berkley position peaked at $8.82M in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.