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Concurrent Investment Advisors’s W.R. Berkley WRB Stock Holding History

Concurrent Investment 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 		$1.39M Buy
19,709
+6,448
+49% +$432K 0.01% 861
2026
Q1 		$879K Sell
13,261
-1,493
-10% -$103K 0.01% 927
2025
Q4 		$1.03M Buy
14,754
+11,760
+393% +$867K 0.01% 818
2025
Q3 		$229K Sell
2,994
-602
-17% -$42.9K ﹤0.01% 1282
2025
Q2 		$264K Buy
3,596
+300
+9% +$21.5K 0.01% 1125
2025
Q1 		$235K Buy
+3,296
New +$202K 0.01% 1053

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

Concurrent Investment Advisors's WRB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its W.R. Berkley (WRB) stake by 49% in Q2 2026, buying an estimated $432K and bringing the position to 19,709 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #861.

Concurrent Investment Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Concurrent Investment Advisors held 19,709 shares of W.R. Berkley worth $1.39M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,448 W.R. Berkley shares in Q2 2026, an estimated $432K.
  • W.R. Berkley made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #861 holding.
  • Concurrent Investment Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.