Continuum Advisory’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.69K Buy
+109
New +$7.3K ﹤0.01% 1342
2025
Q2
Sell
-130
Closed -$9.25K 1584
2025
Q1
$9.25K Sell
130
-294
-69% -$18K ﹤0.01% 996
2024
Q4
$24.8K Buy
424
+71
+20% +$4.25K ﹤0.01% 813
2024
Q3
$21.1K Buy
353
+278
+371% +$15.6K ﹤0.01% 831
2024
Q2
$3.93K Hold
75
﹤0.01% 1134
2024
Q1
$3.94K Buy
+75
New +$4.06K ﹤0.01% 1117

Other funds holding WRB

Continuum Advisory's WRB Position: Q2 2026 in Review

Continuum Advisory opened a new position in W.R. Berkley (WRB) in Q2 2026: 109 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WRB as recently as Q1 2025.

Continuum Advisory first reported a position in WRB in Q1 2024 and has held it in 6 quarters since. The position peaked at $24.8K in Q4 2024. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Continuum Advisory held 109 shares of W.R. Berkley worth $7.69K as of Q2 2026.
  • W.R. Berkley was a new Continuum Advisory position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1342 holding.
  • Continuum Advisory first reported a position in W.R. Berkley in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's W.R. Berkley position peaked at $24.8K in Q4 2024.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.