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

Clearstead 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 		$268K Buy
3,796
+2,612
+221% +$175K ﹤0.01% 963
2026
Q1 		$78.5K Sell
1,184
-307
-21% -$21.1K ﹤0.01% 1198
2025
Q4 		$105K Buy
1,491
+618
+71% +$45.5K ﹤0.01% 1117
2025
Q3 		$66.9K Sell
873
-377
-30% -$26.8K ﹤0.01% 1178
2025
Q2 		$91.8K Buy
1,250
+113
+10% +$8.1K ﹤0.01% 1091
2025
Q1 		$80.9K Sell
1,137
-4,027
-78% -$247K ﹤0.01% 1037
2024
Q4 		$302K Sell
5,164
-116
-2% -$6.95K ﹤0.01% 722
2024
Q3 		$300K Sell
5,280
-290
-5% -$16.3K ﹤0.01% 726
2024
Q2 		$292K Buy
5,570
+5,360
+2,552% +$287K 0.01% 693
2024
Q1 		$11K Sell
210
-24
-10% -$1.3K ﹤0.01% 1044
2023
Q4 		$11K Buy
234
+24
+11% +$1.09K ﹤0.01% 1044
2023
Q3 		$8.89K Hold
210
– – ﹤0.01% 1010
2023
Q2 		$8.34K Sell
210
-42
-17% -$1.65K ﹤0.01% 1003
2023
Q1 		$10.5K Buy
+252
New +$11.3K ﹤0.01% 943
2022
Q4 		– Sell
-695
Closed -$30K – 1389
2022
Q3 		$30K Hold
695
– – ﹤0.01% 704
2022
Q2 		$32K Hold
695
– – ﹤0.01% 713
2022
Q1 		$31K Buy
695
+582
+515% +$23.2K ﹤0.01% 776
2021
Q4 		$4K Hold
113
– – ﹤0.01% 1041
2021
Q3 		$4K Hold
113
– – ﹤0.01% 1062
2021
Q2 		$4K Buy
+113
New +$3.91K ﹤0.01% 940

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

Clearstead Advisors's WRB Position: Q2 2026 in Review

Clearstead Advisors increased its W.R. Berkley (WRB) stake by 221% in Q2 2026, buying an estimated $175K and bringing the position to 3,796 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Clearstead Advisors first reported a position in WRB in Q2 2021 and has held it in 20 quarters since. The position peaked at $302K in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Clearstead Advisors held 3,796 shares of W.R. Berkley worth $268K as of Q2 2026.
  • Clearstead Advisors bought 2,612 W.R. Berkley shares in Q2 2026, an estimated $175K.
  • W.R. Berkley made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #963 holding.
  • Clearstead Advisors first reported a position in W.R. Berkley in Q2 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's W.R. Berkley position peaked at $302K in Q4 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.