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CBIZ Investment Advisory Services’s W.R. Berkley WRB Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-31
Closed -$2.17K – 746
2025
Q4 		$2.17K Sell
31
-86
-74% -$6.34K ﹤0.01% 634
2025
Q3 		$8.96K Buy
117
+86
+277% +$6.12K ﹤0.01% 357
2025
Q2 		$2.28K Buy
+31
New +$2.22K ﹤0.01% 532

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CBIZ Investment Advisory Services's WRB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 31 shares — an estimated $2.17K sold.

CBIZ Investment Advisory Services first reported a position in WRB in Q2 2025 and held it in 3 quarters. The position peaked at $8.96K in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 31 W.R. Berkley shares in Q1 2026, an estimated $2.17K.
  • CBIZ Investment Advisory Services first reported a position in W.R. Berkley in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's W.R. Berkley position peaked at $8.96K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.