Covestor
WRB icon

Covestor’s W.R. Berkley WRB Stock Holding History

Covestor’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
Q3 		$21K Sell
316
-178
-36% -$12.6K 0.01% 1103
2026
Q2 		$35K Sell
494
-635
-56% -$42.6K 0.02% 958
2026
Q1 		$75K Sell
1,129
-605
-35% -$41.7K 0.05% 446
2025
Q4 		$121K Buy
1,734
+678
+64% +$50K 0.06% 469
2025
Q3 		$81K Sell
1,056
-429
-29% -$30.5K 0.04% 686
2025
Q2 		$110K Sell
1,485
-150
-9% -$10.8K 0.06% 500
2025
Q1 		$116K Buy
1,635
+272
+20% +$16.7K 0.08% 393
2024
Q4 		$79K Buy
1,363
+131
+11% +$7.85K 0.05% 660
2024
Q3 		$70K Buy
1,232
+744
+152% +$41.8K 0.04% 722
2024
Q2 		$25K Sell
488
-331
-40% -$17.7K 0.02% 1129
2024
Q1 		$48K Buy
819
+519
+173% +$28.1K 0.03% 904
2023
Q4 		$14K Buy
300
+3
+1% +$137 0.01% 1363
2023
Q3 		$13K Sell
297
-1,593
-84% -$66K 0.01% 1311
2023
Q2 		$75K Buy
1,890
+675
+56% +$26.5K 0.06% 600
2023
Q1 		$50K Sell
1,215
-9
-0.7% -$403 0.04% 711
2022
Q4 		$59K Buy
1,224
+177
+17% +$8.54K 0.05% 662
2022
Q3 		$45K Sell
1,047
-767
-42% -$33.3K 0.04% 734
2022
Q2 		$83K Sell
1,814
-4
-0.2% -$182 0.07% 514
2022
Q1 		$81K Buy
1,818
+837
+85% +$33.4K 0.05% 633
2021
Q4 		$36K Buy
+981
New +$34.8K 0.05% 703

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor's WRB Position: Q3 2026 in Review

Covestor reduced its W.R. Berkley (WRB) stake by 36% in Q3 2026, selling an estimated $12.6K and leaving 316 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1103.

Covestor first reported a position in WRB in Q4 2021 and has held it in 20 quarters since. The position peaked at $121K in Q4 2025. 490 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Covestor held 316 shares of W.R. Berkley worth $21K as of Q3 2026.
  • Covestor sold 178 W.R. Berkley shares in Q3 2026, an estimated $12.6K.
  • W.R. Berkley made up 0.01% of Covestor's portfolio in Q3 2026, its #1103 holding.
  • Covestor first reported a position in W.R. Berkley in Q4 2021 and has held it in 20 quarters since.
  • Covestor's W.R. Berkley position peaked at $121K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.