Diversify Advisory Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
Other funds holding WRB
MSI
Diversify Advisory Services's WRB Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in W.R. Berkley (WRB) in Q2 2026: 21,969 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #468 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WRB as recently as Q4 2025.
Diversify Advisory Services first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Diversify Advisory Services held 21,969 shares of W.R. Berkley worth $1.66M as of Q2 2026.
- W.R. Berkley was a new Diversify Advisory Services position in Q2 2026.
- W.R. Berkley made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #468 holding.
- Diversify Advisory Services first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.