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Checchi Capital Advisers’s W.R. Berkley WRB Stock Holding History

Checchi Capital 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 		$352K Buy
4,994
+474
+10% +$31.8K 0.02% 439
2026
Q1 		$300K Buy
4,520
+867
+24% +$59.7K 0.02% 469
2025
Q4 		$256K Sell
3,653
-574
-14% -$42.3K 0.01% 472
2025
Q3 		$324K Sell
4,227
-107
-2% -$7.62K 0.02% 424
2025
Q2 		$318K Buy
4,334
+165
+4% +$11.8K 0.02% 441
2025
Q1 		$297K Sell
4,169
-25
-0.6% -$1.53K 0.02% 461
2024
Q4 		$245K Buy
4,194
+64
+2% +$3.83K 0.01% 488
2024
Q3 		$234K Sell
4,130
-9
-0.2% -$505 0.01% 515
2024
Q2 		$217K Sell
4,139
-24
-0.6% -$1.29K 0.01% 515
2024
Q1 		$245K Sell
4,163
-889
-18% -$48.1K 0.02% 493
2023
Q4 		$238K Buy
+5,052
New +$230K 0.02% 488
2023
Q3 		– Sell
-5,318
Closed -$211K – 589
2023
Q2 		$211K Sell
5,318
-247
-4% -$9.71K 0.02% 528
2023
Q1 		$231K Sell
5,565
-69
-1% -$3.09K 0.02% 494
2022
Q4 		$273K Buy
5,634
+43
+0.8% +$2.07K 0.03% 419
2022
Q3 		$241K Buy
5,591
+179
+3% +$7.77K 0.02% 452
2022
Q2 		$226K Buy
+5,412
New +$246K 0.02% 518
2021
Q3 		– Sell
-7,472
Closed -$247K – 553
2021
Q2 		$247K Buy
7,472
+76
+1% +$2.63K 0.02% 445
2021
Q1 		$248K Buy
+7,396
New +$228K 0.02% 425
2016
Q3 		– Sell
-6,200
Closed -$110K – 1226
2016
Q2 		$110K Sell
6,200
-975
-14% -$16.2K 0.01% 545
2016
Q1 		$119K Buy
+7,175
New +$110K 0.03% 520

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
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

Checchi Capital Advisers's WRB Position: Q2 2026 in Review

Checchi Capital Advisers increased its W.R. Berkley (WRB) stake by 10% in Q2 2026, buying an estimated $31.8K and bringing the position to 4,994 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #439.

Checchi Capital Advisers first reported a position in WRB in Q1 2016 and has held it in 20 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Checchi Capital Advisers held 4,994 shares of W.R. Berkley worth $352K as of Q2 2026.
  • Checchi Capital Advisers bought 474 W.R. Berkley shares in Q2 2026, an estimated $31.8K.
  • W.R. Berkley made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #439 holding.
  • Checchi Capital Advisers first reported a position in W.R. Berkley in Q1 2016 and has held it in 20 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.