Focus Partners Advisor Solutions’s W.R. Berkley WRB Stock Holding History

Focus Partners Advisor Solutions’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	$1.17M	Buy	+16,538	New	+$1.11M	0.01%	523
2026 Q1	–	Sell	-5,352	Closed	-$375K	–	1375
2025 Q4	$375K	Sell	5,352 -5,559	-51%	-$410K	﹤0.01%	812
2025 Q3	$836K	Sell	10,911 -8,658	-44%	-$616K	0.01%	591
2025 Q2	$1.44M	Buy	19,569 +245	+1%	+$17.6K	0.02%	350
2025 Q1	$1.38M	Sell	19,324 -6,587	-25%	-$404K	0.02%	317
2024 Q4	$1.52M	Buy	25,911 +914	+4%	+$54.7K	0.03%	266
2024 Q3	$1.42M	Buy	24,997 +202	+0.8%	+$11.3K	0.03%	234
2024 Q2	$1.3M	Buy	24,795 +19,567	+374%	+$1.05M	0.03%	214
2024 Q1	$308K	Buy	+5,228	New	+$283K	0.01%	457
2023 Q4	–	Sell	-4,815	Closed	-$204K	–	474
2023 Q3	$204K	Buy	+4,815	New	+$199K	0.01%	418
2022 Q4	–	Sell	-4,793	Closed	-$206K	–	436
2022 Q3	$206K	Buy	4,793 +389	+9%	+$16.9K	0.01%	376
2022 Q2	$200K	Buy	+4,404	New	+$200K	0.02%	344

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

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

Focus Partners Advisor Solutions's WRB Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in W.R. Berkley (WRB) in Q2 2026: 16,538 shares worth $1.17M. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in WRB as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in WRB in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Focus Partners Advisor Solutions held 16,538 shares of W.R. Berkley worth $1.17M as of Q2 2026.
W.R. Berkley was a new Focus Partners Advisor Solutions position in Q2 2026.
W.R. Berkley made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #523 holding.
Focus Partners Advisor Solutions first reported a position in W.R. Berkley in Q2 2022 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's W.R. Berkley position peaked at $1.52M in Q4 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.