Fort Washington Investment Advisors’s W.R. Berkley WRB Stock Holding History

Fort Washington Investment 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	$615K	Sell	8,720 -612	-7%	-$41K	﹤0.01%	336
2026 Q1	$619K	Sell	9,332 -102	-1%	-$7.03K	﹤0.01%	330
2025 Q4	$662K	Buy	9,434 +170	+2%	+$12.5K	﹤0.01%	317
2025 Q3	$710K	Buy	9,264 +826	+10%	+$58.8K	﹤0.01%	302
2025 Q2	$620K	Hold	8,438	–	–	﹤0.01%	305
2025 Q1	$600K	Hold	8,438	–	–	﹤0.01%	307
2024 Q4	$494K	Sell	8,438 -797	-9%	-$47.7K	﹤0.01%	314
2024 Q3	$524K	Sell	9,235 -88	-0.9%	-$4.94K	﹤0.01%	317
2024 Q2	$488K	Hold	9,323	–	–	﹤0.01%	327
2024 Q1	$550K	Buy	9,323 +98	+1%	+$5.3K	﹤0.01%	326
2023 Q4	$435K	Hold	9,225	–	–	﹤0.01%	322
2023 Q3	$390K	Hold	9,225	–	–	﹤0.01%	322
2023 Q2	$366K	Hold	9,225	–	–	﹤0.01%	328
2023 Q1	$383K	Hold	9,225	–	–	﹤0.01%	326
2022 Q4	$446K	Hold	9,225	–	–	﹤0.01%	317
2022 Q3	$397K	Sell	9,225 -563	-6%	-$24.4K	﹤0.01%	343
2022 Q2	$445K	Hold	9,788	–	–	﹤0.01%	333
2022 Q1	$434K	Sell	9,788 -675	-6%	-$26.9K	﹤0.01%	415
2021 Q4	$383K	Sell	10,463 -1,350	-11%	-$47.9K	﹤0.01%	440
2021 Q3	$384K	Hold	11,813	–	–	﹤0.01%	429
2021 Q2	$391K	Hold	11,813	–	–	﹤0.01%	422
2021 Q1	$396K	Sell	11,813 -830	-7%	-$25.6K	﹤0.01%	413
2020 Q4	$373K	Hold	12,643	–	–	﹤0.01%	418
2020 Q3	$344K	Hold	12,643	–	–	﹤0.01%	415
2020 Q2	$322K	Hold	12,643	–	–	﹤0.01%	422
2020 Q1	$293K	Hold	12,643	–	–	﹤0.01%	369
2019 Q4	$388K	Hold	12,643	–	–	﹤0.01%	401
2019 Q3	$406K	Sell	12,643 -337	-3%	-$10.5K	﹤0.01%	405
2019 Q2	$380K	Sell	12,980 -1,519	-10%	-$41.6K	﹤0.01%	416
2019 Q1	$364K	Sell	14,499 -18,934	-57%	-$446K	﹤0.01%	419
2018 Q4	$732K	Hold	33,433	–	–	0.01%	356
2018 Q3	$792K	Sell	33,433 -1,012	-3%	-$23K	0.01%	371
2018 Q2	$739K	Sell	34,445 -1,013	-3%	-$22.5K	0.01%	376
2018 Q1	$764K	Sell	35,458 -8,029	-18%	-$168K	0.01%	385
2017 Q4	$923K	Sell	43,487 -11,475	-21%	-$234K	0.01%	416
2017 Q3	$1.09M	Sell	54,962 -2,278	-4%	-$45.6K	0.02%	302
2017 Q2	$1.17M	Sell	57,240 -3,628	-6%	-$73.4K	0.02%	285
2017 Q1	$1.27M	Sell	60,868 -2,700	-4%	-$55.6K	0.02%	287
2016 Q4	$1.25M	Sell	63,568 -2,363	-4%	-$42.4K	0.02%	281
2016 Q3	$1.13M	Hold	65,931	–	–	0.02%	254
2016 Q2	$1.17M	Sell	65,931 -3,763	-5%	-$62.6K	0.02%	256
2016 Q1	$1.16M	Buy	69,694 +1,266	+2%	+$19.5K	0.02%	262
2015 Q4	$1.11M	Sell	68,428 -2,025	-3%	-$33.1K	0.02%	270
2015 Q3	$1.14M	Buy	70,453 +3,375	+5%	+$55.3K	0.02%	267
2015 Q2	$1.03M	Hold	67,078	–	–	0.02%	273
2015 Q1	$1M	Buy	67,078 +675	+1%	+$10K	0.02%	277
2014 Q4	$1.01M	Buy	66,403 +5,231	+9%	+$78.7K	0.02%	277
2014 Q3	$866K	Buy	+61,172	New	+$849K	0.02%	286

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 $3.38T AUM 44.17% 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

Fort Washington Investment Advisors's WRB Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its W.R. Berkley (WRB) stake by 6.6% in Q2 2026, selling an estimated $41K and leaving 8,720 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Fort Washington Investment Advisors first reported a position in WRB in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.27M in Q1 2017. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Fort Washington Investment Advisors held 8,720 shares of W.R. Berkley worth $615K as of Q2 2026.
Fort Washington Investment Advisors sold 612 W.R. Berkley shares in Q2 2026, an estimated $41K.
W.R. Berkley made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #336 holding.
Fort Washington Investment Advisors first reported a position in W.R. Berkley in Q3 2014 and has held it in 48 quarters since.
Fort Washington Investment Advisors's W.R. Berkley position peaked at $1.27M in Q1 2017.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.