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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
Q2 		$444K Buy
6,289
+218
+4% +$14.6K 0.05% 298
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 $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

Claro Advisors's WRB Position: Q2 2026 in Review

Claro Advisors increased its W.R. Berkley (WRB) stake by 3.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,289 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #298.

Claro Advisors first reported a position in WRB in Q3 2023 and has held it in 9 quarters since. The position peaked at $862K in Q1 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Claro Advisors held 6,289 shares of W.R. Berkley worth $444K as of Q2 2026.
  • Claro Advisors bought 218 W.R. Berkley shares in Q2 2026, an estimated $14.6K.
  • W.R. Berkley made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #298 holding.
  • Claro Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 9 quarters since.
  • Claro Advisors's W.R. Berkley position peaked at $862K in Q1 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.