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Florida Financial Advisors’s W.R. Berkley WRB Stock Holding History

Florida Financial 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
Q2 		$329K Buy
4,657
+474
+11% +$31.8K 0.06% 258
2026
Q1 		$277K Buy
4,183
+1,020
+32% +$70.3K 0.07% 266
2025
Q4 		$222K Buy
+3,163
New +$233K 0.06% 257

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Florida Financial Advisors's WRB Position: Q2 2026 in Review

Florida Financial Advisors increased its W.R. Berkley (WRB) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 4,657 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #258.

Florida Financial Advisors first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Florida Financial Advisors held 4,657 shares of W.R. Berkley worth $329K as of Q2 2026.
  • Florida Financial Advisors bought 474 W.R. Berkley shares in Q2 2026, an estimated $31.8K.
  • W.R. Berkley made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #258 holding.
  • Florida Financial Advisors first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.