EFS
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Essex Financial Services’s W.R. Berkley WRB Stock Holding History

Essex Financial Services’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 		$232K Sell
3,289
-384
-10% -$25.7K 0.01% 741
2026
Q1 		$243K Sell
3,673
-115
-3% -$7.92K 0.01% 683
2025
Q4 		$266K Buy
3,788
+1,020
+37% +$75.2K 0.02% 650
2025
Q3 		$212K Buy
+2,768
New +$197K 0.01% 699

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Financial Services's WRB Position: Q2 2026 in Review

Essex Financial Services reduced its W.R. Berkley (WRB) stake by 10% in Q2 2026, selling an estimated $25.7K and leaving 3,289 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #741.

Essex Financial Services first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 674 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Essex Financial Services held 3,289 shares of W.R. Berkley worth $232K as of Q2 2026.
  • Essex Financial Services sold 384 W.R. Berkley shares in Q2 2026, an estimated $25.7K.
  • W.R. Berkley made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #741 holding.
  • Essex Financial Services first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's W.R. Berkley position peaked at $266K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.