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Dynamic Advisor Solutions’s W.R. Berkley WRB Stock Holding History

Dynamic Advisor Solutions’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 		$611K Buy
8,661
+1,917
+28% +$128K 0.02% 626
2026
Q1 		$447K Buy
6,744
+1,030
+18% +$70.9K 0.01% 677
2025
Q4 		$401K Buy
5,714
+776
+16% +$57.2K 0.01% 686
2025
Q3 		$378K Buy
4,938
+908
+23% +$64.6K 0.01% 703
2025
Q2 		$296K Buy
4,030
+109
+3% +$7.81K 0.01% 751
2025
Q1 		$279K Buy
+3,921
New +$240K 0.01% 729

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

Dynamic Advisor Solutions's WRB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its W.R. Berkley (WRB) stake by 28% in Q2 2026, buying an estimated $128K and bringing the position to 8,661 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #626.

Dynamic Advisor Solutions first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Dynamic Advisor Solutions held 8,661 shares of W.R. Berkley worth $611K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,917 W.R. Berkley shares in Q2 2026, an estimated $128K.
  • W.R. Berkley made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #626 holding.
  • Dynamic Advisor Solutions first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.