First Command Advisory Services’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.94K Sell
70
-16
-19% -$1.07K ﹤0.01% 857
2026
Q1
$5.7K Buy
86
+16
+23% +$1.1K ﹤0.01% 724
2025
Q4
$4.91K Hold
70
﹤0.01% 532
2025
Q3
$5.36K Hold
70
﹤0.01% 467
2025
Q2
$5.14K Hold
70
﹤0.01% 430
2025
Q1
$4.98K Buy
+70
New +$4.29K ﹤0.01% 406

Other funds holding WRB

First Command Advisory Services's WRB Position: Q2 2026 in Review

First Command Advisory Services reduced its W.R. Berkley (WRB) stake by 19% in Q2 2026, selling an estimated $1.07K and leaving 70 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

First Command Advisory Services first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.7K in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • First Command Advisory Services held 70 shares of W.R. Berkley worth $4.94K as of Q2 2026.
  • First Command Advisory Services sold 16 W.R. Berkley shares in Q2 2026, an estimated $1.07K.
  • W.R. Berkley made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #857 holding.
  • First Command Advisory Services first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • First Command Advisory Services's W.R. Berkley position peaked at $5.7K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.