C
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
Q2 		$35K Sell
494
-635
-56% -$42.5K 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

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

Covestor's WRB Position: Q2 2026 in Review

Covestor reduced its W.R. Berkley (WRB) stake by 56% in Q2 2026, selling an estimated $42.5K and leaving 494 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #958.

Covestor first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Covestor held 494 shares of W.R. Berkley worth $35K as of Q2 2026.
  • Covestor sold 635 W.R. Berkley shares in Q2 2026, an estimated $42.5K.
  • W.R. Berkley made up 0.02% of Covestor's portfolio in Q2 2026, its #958 holding.
  • Covestor first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
  • Covestor's W.R. Berkley position peaked at $121K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.