Crewe Advisors’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
$28.3K Buy
401
+53
+15% +$3.55K ﹤0.01% 538
2026
Q1
$23.1K Hold
348
﹤0.01% 492
2025
Q4
$24.4K Buy
348
+180
+107% +$13.3K ﹤0.01% 454
2025
Q3
$12.9K Buy
+168
New +$12K ﹤0.01% 581
2024
Q3
Sell
-305
Closed -$16K 1001
2024
Q2
$16K Buy
305
+224
+277% +$12K ﹤0.01% 594
2024
Q1
$4.78K Buy
+81
New +$4.38K ﹤0.01% 738
2023
Q1
Sell
-108
Closed -$5.22K 1042
2022
Q4
$5.22K Sell
108
-77
-42% -$3.71K ﹤0.01% 661
2022
Q3
$8K Buy
185
+77
+71% +$3.34K ﹤0.01% 741
2022
Q2
$5K Buy
+108
New +$4.91K ﹤0.01% 779

Other funds holding WRB

Crewe Advisors's WRB Position: Q2 2026 in Review

Crewe Advisors increased its W.R. Berkley (WRB) stake by 15% in Q2 2026, buying an estimated $3.55K and bringing the position to 401 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Crewe Advisors first reported a position in WRB in Q2 2022 and has held it in 9 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Crewe Advisors held 401 shares of W.R. Berkley worth $28.3K as of Q2 2026.
  • Crewe Advisors bought 53 W.R. Berkley shares in Q2 2026, an estimated $3.55K.
  • W.R. Berkley made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #538 holding.
  • Crewe Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 9 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.