EBA
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Eagle Bay Advisors’s W.R. Berkley WRB Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-2,496
Closed -$175K – 266
2025
Q4 		$175K Sell
2,496
-243
-9% -$17.9K 0.13% 133
2025
Q3 		$210K Sell
2,739
-153
-5% -$10.9K 0.16% 101
2025
Q2 		$212K Sell
2,892
-138
-5% -$9.89K 0.18% 100
2025
Q1 		$216K Buy
3,030
+139
+5% +$8.52K 0.18% 101
2024
Q4 		$169K Sell
2,891
-534
-16% -$32K 0.11% 131
2024
Q3 		$194K Sell
3,425
-199
-5% -$11.2K 0.07% 171
2024
Q2 		$190K Sell
3,624
-495
-12% -$26.5K 0.12% 124
2024
Q1 		$243K Sell
4,119
-1,134
-22% -$61.3K 0.15% 113
2023
Q4 		$248K Buy
5,253
+258
+5% +$11.8K 0.16% 111
2023
Q3 		$211K Buy
4,995
+2,020
+68% +$83.7K 0.1% 143
2023
Q2 		$118K Sell
2,975
-274
-8% -$10.8K 0.07% 182
2023
Q1 		$135K Sell
3,249
-434
-12% -$19.4K 0.07% 178
2022
Q4 		$178K Buy
3,683
+740
+25% +$35.7K 0.1% 146
2022
Q3 		$127K Sell
2,943
-458
-13% -$19.9K 0.08% 170
2022
Q2 		$155K Buy
3,401
+1,547
+83% +$70.3K 0.09% 140
2022
Q1 		$82K Buy
1,854
+56
+3% +$2.23K 0.07% 103
2021
Q4 		$66K Buy
1,798
+43
+2% +$1.52K 0.04% 291
2021
Q3 		$57K Buy
+1,755
New +$57.9K 0.03% 372

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Eagle Bay Advisors's WRB Position: Q1 2026 in Review

Eagle Bay Advisors sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 2,496 shares — an estimated $175K sold.

Eagle Bay Advisors first reported a position in WRB in Q3 2021 and held it in 18 quarters. The position peaked at $248K in Q4 2023. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Eagle Bay Advisors reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 2,496 W.R. Berkley shares in Q1 2026, an estimated $175K.
  • Eagle Bay Advisors first reported a position in W.R. Berkley in Q3 2021 and held it in 18 quarters.
  • Eagle Bay Advisors's W.R. Berkley position peaked at $248K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.