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

Foundations 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 		$213K Buy
+3,025
New +$203K ﹤0.01% 1115
2025
Q4 		– Sell
-3,373
Closed -$258K – 1193
2025
Q3 		$258K Sell
3,373
-1,543
-31% -$110K ﹤0.01% 912
2025
Q2 		$361K Sell
4,916
-6,483
-57% -$465K 0.01% 684
2025
Q1 		$811K Buy
11,399
+7,083
+164% +$434K 0.02% 456
2024
Q4 		$253K Buy
4,316
+148
+4% +$8.86K ﹤0.01% 708
2024
Q3 		$236K Buy
+4,168
New +$234K 0.01% 711

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

Foundations Investment Advisors's WRB Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,025 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in WRB as recently as Q3 2025.

Foundations Investment Advisors first reported a position in WRB in Q3 2024 and has held it in 6 quarters since. The position peaked at $811K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Foundations Investment Advisors held 3,025 shares of W.R. Berkley worth $213K as of Q2 2026.
  • W.R. Berkley was a new Foundations Investment Advisors position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1115 holding.
  • Foundations Investment Advisors first reported a position in W.R. Berkley in Q3 2024 and has held it in 6 quarters since.
  • Foundations Investment Advisors's W.R. Berkley position peaked at $811K in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.