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Farther Finance Advisors’s W.R. Berkley WRB Stock Holding History

Farther Finance 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 		$1.17M Buy
16,610
+2,031
+14% +$136K 0.01% 995
2026
Q1 		$952K Sell
14,579
-106
-0.7% -$7.3K 0.01% 995
2025
Q4 		$1.03M Buy
14,685
+4,141
+39% +$305K 0.01% 875
2025
Q3 		$808K Buy
10,544
+1,626
+18% +$116K 0.01% 837
2025
Q2 		$655K Buy
8,918
+280
+3% +$20.1K 0.01% 780
2025
Q1 		$607K Buy
8,638
+4,924
+133% +$302K 0.02% 700
2024
Q4 		$217K Buy
3,714
+98
+3% +$5.87K 0.01% 952
2024
Q3 		$205K Buy
3,616
+343
+10% +$19.3K 0.01% 982
2024
Q2 		$172K Buy
3,273
+1,912
+140% +$102K 0.01% 904
2024
Q1 		$79.4K Buy
1,361
+72
+6% +$3.89K ﹤0.01% 1027
2023
Q4 		$60.7K Buy
1,289
+350
+37% +$16K ﹤0.01% 979
2023
Q3 		$39.7K Buy
939
+195
+26% +$8.08K 0.01% 845
2023
Q2 		$29.5K Buy
744
+520
+232% +$20.4K 0.01% 865
2023
Q1 		$9.28K Buy
224
+60
+37% +$2.68K ﹤0.01% 1142
2022
Q4 		$7.91K Buy
+164
New +$7.91K ﹤0.01% 1023

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

Farther Finance Advisors's WRB Position: Q2 2026 in Review

Farther Finance Advisors increased its W.R. Berkley (WRB) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 16,610 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #995.

Farther Finance Advisors first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Farther Finance Advisors held 16,610 shares of W.R. Berkley worth $1.17M as of Q2 2026.
  • Farther Finance Advisors bought 2,031 W.R. Berkley shares in Q2 2026, an estimated $136K.
  • W.R. Berkley made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #995 holding.
  • Farther Finance Advisors first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.