Envestnet Asset Management’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 | $58.6M | Sell |
830,557
-65,611
| -7% | -$4.4M | 0.01% | 799 |
|
|
2026
Q1 | $59.4M | Sell |
896,168
-21,442
| -2% | -$1.48M | 0.02% | 727 |
|
|
2025
Q4 | $64.3M | Sell |
917,610
-339,585
| -27% | -$25M | 0.02% | 631 |
|
|
2025
Q3 | $96.3M | Sell |
1,257,195
-122,181
| -9% | -$8.7M | 0.03% | 523 |
|
|
2025
Q2 | $101M | Sell |
1,379,376
-143,368
| -9% | -$10.3M | 0.03% | 483 |
|
|
2025
Q1 | $108M | Buy |
1,522,744
+2,953
| +0.2% | +$181K | 0.03% | 432 |
|
|
2024
Q4 | $88.9M | Buy |
1,519,791
+194,001
| +15% | +$11.6M | 0.03% | 505 |
|
|
2024
Q3 | $75.2M | Buy |
1,325,790
+72,498
| +6% | +$4.07M | 0.02% | 570 |
|
|
2024
Q2 | $65.7M | Buy |
1,253,292
+51,207
| +4% | +$2.74M | 0.02% | 570 |
|
|
2024
Q1 | $70.9M | Buy |
1,202,085
+74,064
| +7% | +$4.01M | 0.03% | 541 |
|
|
2023
Q4 | $53.2M | Sell |
1,128,021
-9,383
| -0.8% | -$428K | 0.02% | 592 |
|
|
2023
Q3 | $48.1M | Buy |
1,137,404
+285,750
| +34% | +$11.8M | 0.02% | 590 |
|
|
2023
Q2 | $33.8M | Sell |
851,654
-2,183,370
| -72% | -$85.8M | 0.02% | 660 |
|
|
2023
Q1 | $38.1M | Buy |
3,035,024
+1,914,827
| +171% | +$85.7M | 0.02% | 583 |
|
|
2022
Q4 | $54.2M | Buy |
1,120,197
+80,722
| +8% | +$3.89M | 0.03% | 463 |
|
|
2022
Q3 | $44.8M | Buy |
1,039,475
+290,865
| +39% | +$12.6M | 0.03% | 463 |
|
|
2022
Q2 | $34.1M | Sell |
748,610
-17,442
| -2% | -$793K | 0.02% | 554 |
|
|
2022
Q1 | $34M | Buy |
766,052
+111,140
| +17% | +$4.43M | 0.02% | 625 |
|
|
2021
Q4 | $24M | Buy |
654,912
+99,430
| +18% | +$3.53M | 0.01% | 763 |
|
|
2021
Q3 | $18M | Buy |
555,482
+23,577
| +4% | +$777K | 0.01% | 846 |
|
|
2021
Q2 | $17.6M | Buy |
531,905
+58,041
| +12% | +$2.01M | 0.01% | 839 |
|
|
2021
Q1 | $15.9M | Buy |
473,864
+110,802
| +31% | +$3.42M | 0.01% | 817 |
|
|
2020
Q4 | $10.7M | Buy |
363,062
+48,294
| +15% | +$1.39M | 0.01% | 880 |
|
|
2020
Q3 | $8.55M | Buy |
314,768
+95,825
| +44% | +$2.63M | 0.01% | 882 |
|
|
2020
Q2 | $5.58M | Buy |
218,943
+17,503
| +9% | +$429K | 0.01% | 1070 |
|
|
2020
Q1 | $4.67M | Buy |
201,440
+18,614
| +10% | +$554K | 0.01% | 1028 |
|
|
2019
Q4 | $5.62M | Buy |
182,826
+10,138
| +6% | +$313K | 0.01% | 1068 |
|
|
2019
Q3 | $5.54M | Sell |
172,688
-24,234
| -12% | -$757K | 0.01% | 1009 |
|
|
2019
Q2 | $5.77M | Buy |
196,922
+19,458
| +11% | +$532K | 0.01% | 977 |
|
|
2019
Q1 | $4.46M | Sell |
177,464
-2,322
| -1% | -$54.7K | 0.01% | 1057 |
|
|
2018
Q4 | $3.94M | Buy |
+179,786
| New | +$4.04M | 0.01% | 1002 |
|
|
2018
Q3 | – | Sell |
-284,148
| Closed | -$6.1M | – | 2640 |
|
|
2018
Q2 | $6.1M | Buy |
284,148
+78,985
| +38% | +$1.76M | 0.01% | 442 |
|
|
2018
Q1 | $4.42M | Sell |
205,163
-2,616
| -1% | -$54.6K | 0.01% | 434 |
|
|
2017
Q4 | $4.41M | Buy |
207,779
+12,582
| +6% | +$257K | 0.01% | 640 |
|
|
2017
Q3 | $3.86M | Sell |
195,197
-2,767
| -1% | -$55.4K | 0.01% | 655 |
|
|
2017
Q2 | $4.06M | Sell |
197,964
-1,097
| -0.6% | -$22.2K | 0.01% | 645 |
|
|
2017
Q1 | $4.17M | Sell |
199,061
-30,706
| -13% | -$632K | 0.01% | 635 |
|
|
2016
Q4 | $4.53M | Buy |
229,767
+92,242
| +67% | +$1.66M | 0.02% | 592 |
|
|
2016
Q3 | $2.35M | Sell |
137,525
-58,687
| -30% | -$1.02M | 0.01% | 877 |
|
|
2016
Q2 | $3.48M | Buy |
196,212
+25,022
| +15% | +$416K | 0.01% | 783 |
|
|
2016
Q1 | $2.85M | Buy |
171,190
+13,304
| +8% | +$205K | 0.01% | 820 |
|
|
2015
Q4 | $2.56M | Buy |
157,886
+658
| +0.4% | +$10.7K | 0.01% | 840 |
|
|
2015
Q3 | $2.53M | Sell |
157,228
-5,994
| -4% | -$98.2K | 0.01% | 846 |
|
|
2015
Q2 | $2.51M | Buy |
163,222
+37,932
| +30% | +$565K | 0.01% | 925 |
|
|
2015
Q1 | $1.88M | Buy |
125,290
+125,064
| +55,338% | +$1.86M | 0.01% | 993 |
|
|
2014
Q4 | $3K | Buy |
226
+216
| +2,160% | +$3.25K | ﹤0.01% | 2271 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2873 |
|
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2818 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2649 |
|
|
2013
Q4 | $0 | Sell |
10
-513
| -98% | -$6.58K | ﹤0.01% | 2563 |
|
|
2013
Q3 | $7K | Buy |
+523
| New | +$6.56K | ﹤0.01% | 1832 |
|
Other funds holding WRB
MSI
Envestnet Asset Management's WRB Position: Q2 2026 in Review
Envestnet Asset Management reduced its W.R. Berkley (WRB) stake by 7.3% in Q2 2026, selling an estimated $4.4M and leaving 830,557 shares worth $58.6M. The position accounts for 0.01% of the portfolio, ranked #799.
Envestnet Asset Management first reported a position in WRB in Q3 2013 and has held it in 51 quarters since. The position peaked at $108M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Envestnet Asset Management held 830,557 shares of W.R. Berkley worth $58.6M as of Q2 2026.
- Envestnet Asset Management sold 65,611 W.R. Berkley shares in Q2 2026, an estimated $4.4M.
- W.R. Berkley made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #799 holding.
- Envestnet Asset Management first reported a position in W.R. Berkley in Q3 2013 and has held it in 51 quarters since.
- Envestnet Asset Management's W.R. Berkley position peaked at $108M in Q1 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.