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EP Wealth Advisors’s W.R. Berkley WRB Stock Holding History

EP Wealth 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
Q2 		$1.19M Sell
16,943
-8,192
-33% -$549K ﹤0.01% 706
2026
Q1 		$1.67M Sell
25,135
-2,276
-8% -$157K 0.01% 513
2025
Q4 		$1.92M Buy
+27,411
New +$2.02M 0.01% 458
2025
Q2 		$2.06M Sell
28,100
-5,131
-15% -$368K 0.01% 406
2025
Q1 		$2.36M Sell
33,231
-18,327
-36% -$1.12M 0.02% 336
2024
Q4 		$3.02M Sell
51,558
-14,178
-22% -$849K 0.02% 286
2024
Q3 		$3.73M Buy
+65,736
New +$3.69M 0.03% 253

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

EP Wealth Advisors's WRB Position: Q2 2026 in Review

EP Wealth Advisors reduced its W.R. Berkley (WRB) stake by 33% in Q2 2026, selling an estimated $549K and leaving 16,943 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #706.

EP Wealth Advisors first reported a position in WRB in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.73M in Q3 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • EP Wealth Advisors held 16,943 shares of W.R. Berkley worth $1.19M as of Q2 2026.
  • EP Wealth Advisors sold 8,192 W.R. Berkley shares in Q2 2026, an estimated $549K.
  • W.R. Berkley made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #706 holding.
  • EP Wealth Advisors first reported a position in W.R. Berkley in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's W.R. Berkley position peaked at $3.73M in Q3 2024.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.