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Fiduciary Alliance’s W.R. Berkley WRB Stock Holding History

Fiduciary Alliance’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 		$551K Buy
7,815
+66
+0.9% +$4.42K 0.04% 355
2026
Q1 		$512K Sell
7,749
-5
-0.1% -$344 0.03% 370
2025
Q4 		$544K Buy
7,754
+3
+0% +$221 0.04% 330
2025
Q3 		$594K Sell
7,751
-407
-5% -$29K 0.04% 316
2025
Q2 		$599K Sell
8,158
-5
-0.1% -$358 0.04% 299
2025
Q1 		$581K Buy
8,163
+733
+10% +$44.9K 0.06% 232
2024
Q4 		$435K Buy
7,430
+665
+10% +$39.8K 0.04% 253
2024
Q3 		$384K Hold
6,765
– – 0.05% 179
2024
Q2 		$357K Hold
6,765
– – 0.06% 153
2024
Q1 		$395K Sell
6,765
-159
-2% -$8.6K 0.07% 140
2023
Q4 		$326K Sell
6,924
-869
-11% -$39.6K 0.06% 142
2023
Q3 		$330K Buy
7,793
+333
+4% +$13.8K 0.08% 132
2023
Q2 		$296K Buy
7,460
+542
+8% +$21.3K 0.06% 130
2023
Q1 		$287K Hold
6,918
– – 0.07% 118
2022
Q4 		$335K Buy
+6,918
New +$334K 0.09% 109

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

Fiduciary Alliance's WRB Position: Q2 2026 in Review

Fiduciary Alliance increased its W.R. Berkley (WRB) stake by 0.85% in Q2 2026, buying an estimated $4.42K and bringing the position to 7,815 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #355.

Fiduciary Alliance first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Fiduciary Alliance held 7,815 shares of W.R. Berkley worth $551K as of Q2 2026.
  • Fiduciary Alliance bought 66 W.R. Berkley shares in Q2 2026, an estimated $4.42K.
  • W.R. Berkley made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #355 holding.
  • Fiduciary Alliance first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's W.R. Berkley position peaked at $599K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.