Claro Advisors’s W.R. Berkley WRB Stock Holding History

Claro Advisors’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	$402K	Buy	+6,071	New	+$418K	0.05%	289
2025 Q2	–	Sell	-9,794	Closed	-$697K	–	525
2025 Q1	$697K	Sell	9,794 -1,077	-10%	-$66K	0.09%	201
2024 Q4	$636K	Sell	10,871 -3,093	-22%	-$185K	0.09%	209
2024 Q3	$792K	Buy	13,964 +498	+4%	+$28K	0.1%	195
2024 Q2	$705K	Sell	13,466 -1,150	-8%	-$61.6K	0.11%	191
2024 Q1	$862K	Sell	14,616 -132	-0.9%	-$7.14K	0.15%	157
2023 Q4	$695K	Buy	14,748 +234	+2%	+$10.7K	0.15%	160
2023 Q3	$614K	Buy	+14,514	New	+$601K	0.15%	159

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Claro Advisors's WRB Position: Q1 2026 in Review

Claro Advisors opened a new position in W.R. Berkley (WRB) in Q1 2026: 6,071 shares worth $402K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings. This is a return to the name: Claro Advisors previously reported a position in WRB as recently as Q1 2025.

Claro Advisors first reported a position in WRB in Q3 2023 and has held it in 8 quarters since. The position peaked at $862K in Q1 2024. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Claro Advisors held 6,071 shares of W.R. Berkley worth $402K as of Q1 2026.
W.R. Berkley was a new Claro Advisors position in Q1 2026.
W.R. Berkley made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #289 holding.
Claro Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 8 quarters since.
Claro Advisors's W.R. Berkley position peaked at $862K in Q1 2024.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.