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Flagship Harbor Advisors’s W.R. Berkley WRB Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-595
Closed -$41.8K – 2203
2025
Q4 		$41.8K Buy
+595
New +$43.8K ﹤0.01% 1118
2020
Q4 		– Sell
-1,046
Closed -$28K – 1775
2020
Q3 		$28K Buy
1,046
+51
+5% +$1.4K ﹤0.01% 1039
2020
Q2 		$25K Buy
+995
New +$24.4K ﹤0.01% 1078

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Flagship Harbor Advisors's WRB Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 595 shares — an estimated $41.8K sold.

Flagship Harbor Advisors first reported a position in WRB in Q2 2020 and held it in 3 quarters. The position peaked at $41.8K in Q4 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 595 W.R. Berkley shares in Q1 2026, an estimated $41.8K.
  • Flagship Harbor Advisors first reported a position in W.R. Berkley in Q2 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's W.R. Berkley position peaked at $41.8K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.