Financial Security Advisor’s W.R. Berkley WRB Stock Holding History

Financial Security Advisor’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	$338K	Sell	4,748 -70	-1%	-$4.69K	0.05%	123
2026 Q1	$319K	Sell	4,818 -18	-0.4%	-$1.24K	0.06%	117
2025 Q4	$339K	Sell	4,836 -133	-3%	-$9.8K	0.07%	109
2025 Q3	$381K	Sell	4,969 -207	-4%	-$14.7K	0.08%	92
2025 Q2	$383K	Buy	5,176 +6	+0.1%	+$430	0.09%	82
2025 Q1	$368K	Sell	5,170 -54	-1%	-$3.31K	0.09%	82
2024 Q4	$306K	Buy	5,224 +4	+0.1%	+$240	0.08%	82
2024 Q3	$296K	Hold	5,220	–	–	0.07%	82
2024 Q2	$275K	Sell	5,220 -270	-5%	-$14.5K	0.09%	84
2024 Q1	$324K	Buy	5,490 +6	+0.1%	+$325	0.11%	77
2023 Q4	$259K	Sell	5,484 -51	-0.9%	-$2.33K	0.1%	82
2023 Q3	$237K	Buy	+5,535	New	+$229K	0.11%	84

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

Financial Security Advisor's WRB Position: Q2 2026 in Review

Financial Security Advisor reduced its W.R. Berkley (WRB) stake by 1.5% in Q2 2026, selling an estimated $4.69K and leaving 4,748 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #123.

Financial Security Advisor first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $383K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Financial Security Advisor held 4,748 shares of W.R. Berkley worth $338K as of Q2 2026.
Financial Security Advisor sold 70 W.R. Berkley shares in Q2 2026, an estimated $4.69K.
W.R. Berkley made up 0.05% of Financial Security Advisor's portfolio in Q2 2026, its #123 holding.
Financial Security Advisor first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's W.R. Berkley position peaked at $383K in Q2 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.