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

Frazier 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	$23.8K	Hold	337	–	–	0.01%	284
2026 Q1	$22.3K	Hold	337	–	–	0.01%	307
2025 Q4	$23.6K	Hold	337	–	–	0.01%	252
2025 Q3	$25.8K	Hold	337	–	–	0.02%	238
2025 Q2	$24.8K	Hold	337	–	–	0.02%	234
2025 Q1	$24K	Hold	337	–	–	0.02%	223
2024 Q4	$19.7K	Hold	337	–	–	0.02%	250
2024 Q3	$19.1K	Sell	337 -1	-0.3%	-$56	0.01%	264
2024 Q2	$17.7K	Hold	338	–	–	0.01%	316
2024 Q1	$19.9K	Hold	338	–	–	0.02%	266
2023 Q4	$15.9K	Buy	+338	New	+$15.4K	0.01%	268

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

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

Frazier Financial Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 337 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #284.

Frazier Financial Advisors first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.8K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Frazier Financial Advisors held 337 shares of W.R. Berkley worth $23.8K as of Q2 2026.
Frazier Financial Advisors left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #284 holding.
Frazier Financial Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's W.R. Berkley position peaked at $25.8K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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