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

Faithward 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 		$2.39M Buy
33,840
+353
+1% +$23.7K 0.29% 87
2026
Q1 		$2.22M Buy
33,487
+392
+1% +$27K 0.32% 86
2025
Q4 		$2.32M Buy
33,095
+21,473
+185% +$1.58M 0.34% 74
2025
Q3 		$891K Sell
11,622
-171
-1% -$12.2K 0.13% 124
2025
Q2 		$866K Sell
11,793
-96
-0.8% -$6.88K 0.13% 119
2025
Q1 		$846K Sell
11,889
-320
-3% -$19.6K 0.15% 114
2024
Q4 		$714K Buy
12,209
+777
+7% +$46.5K 0.12% 122
2024
Q3 		$649K Sell
11,432
-1,128
-9% -$63.3K 0.11% 140
2024
Q2 		$658K Buy
12,560
+531
+4% +$28.4K 0.12% 136
2024
Q1 		$709K Buy
12,029
+4,712
+64% +$255K 0.13% 128
2023
Q4 		$397K Buy
7,317
+958
+15% +$43.7K 0.09% 131
2023
Q3 		$292K Buy
+6,359
New +$263K 0.07% 136

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

Faithward Advisors's WRB Position: Q2 2026 in Review

Faithward Advisors increased its W.R. Berkley (WRB) stake by 1.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 33,840 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #87.

Faithward Advisors first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Faithward Advisors held 33,840 shares of W.R. Berkley worth $2.39M as of Q2 2026.
  • Faithward Advisors bought 353 W.R. Berkley shares in Q2 2026, an estimated $23.7K.
  • W.R. Berkley made up 0.29% of Faithward Advisors's portfolio in Q2 2026, its #87 holding.
  • Faithward Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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