Capital Advisors Ltd
WRB icon

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
Q3 		$72K Buy
1,072
+11
+1% +$776 0.01% 454
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% +$1.12K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Capital Advisors Ltd's WRB Position: Q3 2026 in Review

Capital Advisors Ltd increased its W.R. Berkley (WRB) stake by 1% in Q3 2026, buying an estimated $776 and bringing the position to 1,072 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #454.

Capital Advisors Ltd first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $84K in Q1 2026. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Capital Advisors Ltd held 1,072 shares of W.R. Berkley worth $72K as of Q3 2026.
  • Capital Advisors Ltd bought 11 W.R. Berkley shares in Q3 2026, an estimated $776.
  • W.R. Berkley made up 0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #454 holding.
  • Capital Advisors Ltd first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's W.R. Berkley position peaked at $84K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.