First Horizon Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6K | Buy |
878
+383
| +77% | +$27.5K | ﹤0.01% | 866 |
|
|
2025
Q1 | $35.3K | Buy |
495
+107
| +28% | +$6.56K | ﹤0.01% | 1088 |
|
|
2024
Q4 | $22.8K | Buy |
388
+46
| +13% | +$2.75K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $19.4K | Buy |
342
+82
| +32% | +$4.6K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $13.6K | Buy |
260
+74
| +40% | +$3.96K | ﹤0.01% | 1419 |
|
|
2024
Q1 | $11K | Sell |
186
-428
| -70% | -$23.1K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $28.9K | Sell |
614
-235
| -28% | -$10.7K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $36K | Sell |
849
-24
| -3% | -$994 | ﹤0.01% | 999 |
|
|
2023
Q2 | $34.7K | Sell |
873
-2,112
| -71% | -$83K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $124K | Sell |
2,985
-90
| -3% | -$4.03K | ﹤0.01% | 590 |
|
|
2022
Q4 | $149K | Buy |
3,075
+199
| +7% | +$9.6K | 0.01% | 519 |
|
|
2022
Q3 | $123K | Buy |
2,876
+2,394
| +497% | +$104K | ﹤0.01% | 552 |
|
|
2022
Q2 | $22K | Sell |
482
-13
| -3% | -$591 | ﹤0.01% | 1264 |
|
|
2022
Q1 | $22K | Buy |
495
+418
| +543% | +$16.7K | ﹤0.01% | 866 |
|
|
2021
Q4 | $2K | Buy |
77
+12
| +18% | +$425 | ﹤0.01% | 2020 |
|
|
2021
Q3 | $2K | Buy |
+65
| New | +$2.14K | ﹤0.01% | 2033 |
|
|
2018
Q2 | – | Sell |
-952
| Closed | -$21.2K | – | 1587 |
|
|
2018
Q1 | $20K | Hold |
952
| – | – | ﹤0.01% | 808 |
|
|
2017
Q4 | $19K | Hold |
952
| – | – | ﹤0.01% | 833 |
|
|
2017
Q3 | $18K | Hold |
952
| – | – | ﹤0.01% | 828 |
|
|
2017
Q2 | $19K | Hold |
952
| – | – | ﹤0.01% | 810 |
|
|
2017
Q1 | $19K | Sell |
952
-54
| -5% | -$1.11K | ﹤0.01% | 835 |
|
|
2016
Q4 | $17K | Hold |
1,006
| – | – | ﹤0.01% | 847 |
|
|
2016
Q3 | $17K | Hold |
1,006
| – | – | ﹤0.01% | 841 |
|
|
2016
Q2 | $17K | Hold |
1,006
| – | – | ﹤0.01% | 812 |
|
|
2016
Q1 | $16K | Sell |
1,006
-155
| -13% | -$2.38K | ﹤0.01% | 868 |
|
|
2015
Q4 | $18K | Hold |
1,161
| – | – | ﹤0.01% | 771 |
|
|
2015
Q3 | $18K | Hold |
1,161
| – | – | ﹤0.01% | 836 |
|
|
2015
Q2 | $17K | Hold |
1,161
| – | – | ﹤0.01% | 891 |
|
|
2015
Q1 | $17K | Hold |
1,161
| – | – | ﹤0.01% | 890 |
|
|
2014
Q4 | $17K | Buy |
+1,161
| New | +$17.5K | ﹤0.01% | 882 |
|
|
2014
Q1 | – | Sell |
-3
| Closed | – | – | 1502 |
|
|
2013
Q4 | $0 | Buy |
+3
| New | +$39 | ﹤0.01% | 1417 |
|
Other funds holding WRB
First Horizon Advisors's WRB Position: Q2 2025 in Review
First Horizon Advisors increased its W.R. Berkley (WRB) stake by 77% in Q2 2025, buying an estimated $27.5K and bringing the position to 878 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #866.
First Horizon Advisors first reported a position in WRB in Q4 2013 and has held it in 31 quarters since. The position peaked at $149K in Q4 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q2 2025.
- First Horizon Advisors held 878 shares of W.R. Berkley worth $64.6K as of Q2 2025.
- First Horizon Advisors bought 383 W.R. Berkley shares in Q2 2025, an estimated $27.5K.
- W.R. Berkley made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #866 holding.
- First Horizon Advisors first reported a position in W.R. Berkley in Q4 2013 and has held it in 31 quarters since.
- First Horizon Advisors's W.R. Berkley position peaked at $149K in Q4 2022.
- 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.