Envestnet Portfolio Solutions
WRB icon

Envestnet Portfolio Solutions’s W.R. Berkley WRB Stock Holding History

Envestnet Portfolio 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 		$668K Buy
9,467
+243
+3% +$16.3K ﹤0.01% 874
2026
Q1 		$611K Sell
9,224
-2,184
-19% -$150K ﹤0.01% 809
2025
Q4 		$800K Sell
11,408
-2,153
-16% -$159K ﹤0.01% 848
2025
Q3 		$1.04M Sell
13,561
-5,748
-30% -$409K ﹤0.01% 723
2025
Q2 		$1.42M Sell
19,309
-2,163
-10% -$155K 0.01% 674
2025
Q1 		$1.53M Sell
21,472
-4,987
-19% -$306K 0.01% 671
2024
Q4 		$1.55M Buy
26,459
+284
+1% +$17K 0.01% 759
2024
Q3 		$1.48M Sell
26,175
-33,611
-56% -$1.89M ﹤0.01% 767
2024
Q2 		$3.13M Buy
59,786
+303
+0.5% +$16.2K 0.01% 497
2024
Q1 		$3.51M Sell
59,483
-2,829
-5% -$153K 0.01% 477
2023
Q4 		$2.94M Sell
62,312
-6,018
-9% -$274K 0.01% 480
2023
Q3 		$2.89M Buy
+68,330
New +$2.83M 0.01% 443

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

Envestnet Portfolio Solutions's WRB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its W.R. Berkley (WRB) stake by 2.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 9,467 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Envestnet Portfolio Solutions first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.51M in Q1 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,467 shares of W.R. Berkley worth $668K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 243 W.R. Berkley shares in Q2 2026, an estimated $16.3K.
  • W.R. Berkley made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #874 holding.
  • Envestnet Portfolio Solutions first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's W.R. Berkley position peaked at $3.51M in Q1 2024.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.