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Everpar Advisors’s W.R. Berkley WRB Stock Holding History

Everpar 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 		$682K Buy
9,670
+396
+4% +$26.5K 0.19% 110
2026
Q1 		$615K Sell
9,274
-163
-2% -$11.2K 0.21% 102
2025
Q4 		$662K Sell
9,437
-1,367
-13% -$101K 0.25% 86
2025
Q3 		$828K Sell
10,804
-140
-1% -$9.97K 0.33% 64
2025
Q2 		$804K Buy
10,944
+126
+1% +$9.03K 0.37% 57
2025
Q1 		$770K Sell
10,818
-1,086
-9% -$66.6K 0.41% 51
2024
Q4 		$697K Sell
11,904
-44
-0.4% -$2.63K 0.35% 60
2024
Q3 		$678K Sell
11,948
-730
-6% -$41K 0.35% 69
2024
Q2 		$664K Sell
12,678
-695
-5% -$37.2K 0.33% 76
2024
Q1 		$788K Sell
13,373
-10,720
-44% -$580K 0.48% 51
2023
Q4 		$1.14M Buy
+24,093
New +$1.1M 0.53% 41

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

Everpar Advisors's WRB Position: Q2 2026 in Review

Everpar Advisors increased its W.R. Berkley (WRB) stake by 4.3% in Q2 2026, buying an estimated $26.5K and bringing the position to 9,670 shares worth $682K. The position accounts for 0.19% of the portfolio, ranked #110.

Everpar Advisors first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2023. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Everpar Advisors held 9,670 shares of W.R. Berkley worth $682K as of Q2 2026.
  • Everpar Advisors bought 396 W.R. Berkley shares in Q2 2026, an estimated $26.5K.
  • W.R. Berkley made up 0.19% of Everpar Advisors's portfolio in Q2 2026, its #110 holding.
  • Everpar Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's W.R. Berkley position peaked at $1.14M in Q4 2023.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.