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Capital Advisors Ltd’s W.R. Berkley WRB Stock Holding History

Capital Advisors Ltd’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 		$75K Sell
1,061
-207
-16% -$13.9K 0.01% 453
2026
Q1 		$84K Buy
1,268
+207
+20% +$14.3K 0.01% 409
2025
Q4 		$74K Hold
1,061
– – 0.01% 420
2025
Q3 		$81K Hold
1,061
– – 0.01% 403
2025
Q2 		$78K Hold
1,061
– – 0.01% 400
2025
Q1 		$76K Buy
1,061
+5
+0.5% +$306 0.01% 389
2024
Q4 		$62K Hold
1,056
– – 0.01% 420
2024
Q3 		$60K Sell
1,056
-39
-4% -$2.19K 0.01% 425
2024
Q2 		$57K Buy
1,095
+21
+2% +$1.13K 0.01% 423
2024
Q1 		$63K Buy
1,074
+18
+2% +$974 0.01% 410
2023
Q4 		$50K Buy
1,056
+52
+5% +$2.37K 0.01% 422
2023
Q3 		$42K Hold
1,004
– – 0.01% 445
2023
Q2 		$40K Buy
+1,004
New +$39.5K 0.01% 461
2023
Q1 		– Sell
-1,022
Closed -$1K – 1588
2022
Q4 		$1K Buy
1,022
+1,002
+5,010% +$48.3K ﹤0.01% 1131
2022
Q3 		$1K Buy
20
+11
+122% +$478 ﹤0.01% 1156
2022
Q2 		$0 Buy
9
+3
+50% +$136 ﹤0.01% 1361
2022
Q1 		$0 Sell
6
-1
-14% -$40 ﹤0.01% 1238
2021
Q4 		$0 Buy
+7
New +$248 ﹤0.01% 959

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

Capital Advisors Ltd's WRB Position: Q2 2026 in Review

Capital Advisors Ltd reduced its W.R. Berkley (WRB) stake by 16% in Q2 2026, selling an estimated $13.9K and leaving 1,061 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #453.

Capital Advisors Ltd first reported a position in WRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $84K in Q1 2026. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Capital Advisors Ltd held 1,061 shares of W.R. Berkley worth $75K as of Q2 2026.
  • Capital Advisors Ltd sold 207 W.R. Berkley shares in Q2 2026, an estimated $13.9K.
  • W.R. Berkley made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #453 holding.
  • Capital Advisors Ltd first reported a position in W.R. Berkley in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's W.R. Berkley position peaked at $84K in Q1 2026.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.