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

EverSource 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	$278K	Sell	3,936 -876	-18%	-$58.7K	0.01%	842
2026 Q1	$319K	Sell	4,812 -363	-7%	-$25K	0.01%	818
2025 Q4	$363K	Sell	5,175 -349	-6%	-$25.7K	0.01%	669
2025 Q3	$423K	Sell	5,524 -2,784	-34%	-$198K	0.02%	561
2025 Q2	$610K	Buy	8,308 +186	+2%	+$13.3K	0.03%	392
2025 Q1	$578K	Sell	8,122 -494	-6%	-$30.3K	0.03%	350
2024 Q4	$504K	Buy	8,616 +355	+4%	+$21.3K	0.03%	366
2024 Q3	$469K	Sell	8,261 -3,858	-32%	-$217K	0.03%	342
2024 Q2	$445K	Buy	12,119 +4,625	+62%	+$248K	0.03%	341
2024 Q1	$385K	Sell	7,494 -276	-4%	-$14.9K	0.03%	326
2023 Q4	$366K	Sell	7,770 -14	-0.2%	-$638	0.03%	299
2023 Q3	$329K	Sell	7,784 -471	-6%	-$19.5K	0.03%	287
2023 Q2	$328K	Sell	8,255 -508	-6%	-$20K	0.04%	288
2023 Q1	$364K	Sell	8,763 -1,737	-17%	-$77.7K	0.05%	270
2022 Q4	$508K	Sell	10,500 -8,145	-44%	-$393K	0.08%	195
2022 Q3	$803K	Sell	18,645 -2,346	-11%	-$102K	0.18%	103
2022 Q2	$955K	Buy	20,991 +289	+1%	+$13.1K	0.25%	76
2022 Q1	$919K	Buy	20,702 +11,054	+115%	+$441K	0.23%	79
2021 Q4	$353K	Buy	+9,648	New	+$342K	0.1%	157

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its W.R. Berkley (WRB) stake by 18% in Q2 2026, selling an estimated $58.7K and leaving 3,936 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #842.

EverSource Wealth Advisors first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $955K in Q2 2022. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

EverSource Wealth Advisors held 3,936 shares of W.R. Berkley worth $278K as of Q2 2026.
EverSource Wealth Advisors sold 876 W.R. Berkley shares in Q2 2026, an estimated $58.7K.
W.R. Berkley made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #842 holding.
EverSource Wealth Advisors first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's W.R. Berkley position peaked at $955K in Q2 2022.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.