Cetera Investment Advisers
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Cetera Investment Advisers’s W.R. Berkley WRB Stock Holding History

Cetera Investment Advisers’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 		$5.43M Sell
77,030
-2,242
-3% -$150K ﹤0.01% 1556
2026
Q1 		$5.25M Buy
79,272
+1,258
+2% +$86.6K 0.01% 1474
2025
Q4 		$5.47M Buy
78,014
+915
+1% +$67.4K 0.01% 1403
2025
Q3 		$5.91M Buy
77,099
+15,139
+24% +$1.08M 0.01% 1307
2025
Q2 		$4.55M Buy
61,960
+5,540
+10% +$397K 0.01% 1248
2025
Q1 		$4.01M Buy
56,420
+167
+0.3% +$10.2K 0.01% 1255
2024
Q4 		$3.29M Buy
56,253
+9,534
+20% +$571K 0.01% 1297
2024
Q3 		$2.65M Sell
46,719
-1,052
-2% -$59.1K 0.01% 1405
2024
Q2 		$2.5M Sell
47,771
-17,238
-27% -$923K 0.01% 1404
2024
Q1 		$3.83M Buy
65,009
+44,955
+224% +$2.43M 0.01% 1126
2023
Q4 		$945K Buy
20,054
+183
+0.9% +$8.34K 0.01% 1130
2023
Q3 		$841K Buy
19,871
+2,021
+11% +$83.7K 0.01% 1124
2023
Q2 		$709K Buy
17,850
+5,557
+45% +$218K 0.01% 1247
2023
Q1 		$510K Sell
12,293
-15,508
-56% -$694K ﹤0.01% 1415
2022
Q4 		$1.35M Sell
27,801
-4,155
-13% -$200K 0.01% 863
2022
Q3 		$1K Buy
31,956
+19,474
+156% +$845K ﹤0.01% 1720
2022
Q2 		$568K Sell
12,482
-33
-0.3% -$1.5K 0.01% 1023
2022
Q1 		$556K Buy
12,515
+5,040
+67% +$201K 0.01% 1097
2021
Q4 		$274K Sell
7,475
-1,404
-16% -$49.8K ﹤0.01% 1543
2021
Q3 		$289K Sell
8,879
-2,490
-22% -$82.1K ﹤0.01% 1463
2021
Q2 		$376K Buy
11,369
+2,875
+34% +$99.5K 0.01% 1283
2021
Q1 		$284K Sell
8,494
-439
-5% -$13.5K 0.01% 1282
2020
Q4 		$264K Buy
+8,933
New +$258K 0.01% 1308

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

Cetera Investment Advisers's WRB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its W.R. Berkley (WRB) stake by 2.8% in Q2 2026, selling an estimated $150K and leaving 77,030 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Cetera Investment Advisers first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.91M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cetera Investment Advisers held 77,030 shares of W.R. Berkley worth $5.43M as of Q2 2026.
  • Cetera Investment Advisers sold 2,242 W.R. Berkley shares in Q2 2026, an estimated $150K.
  • W.R. Berkley made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1556 holding.
  • Cetera Investment Advisers first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's W.R. Berkley position peaked at $5.91M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.