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

GHP 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 		$12.7M Buy
179,803
+745
+0.4% +$49.9K 0.47% 76
2026
Q1 		$11.9M Buy
179,058
+66
+0% +$4.55K 0.49% 70
2025
Q4 		$12.6M Sell
178,992
-1,143
-0.6% -$84.2K 0.52% 63
2025
Q3 		$13.8M Sell
180,135
-3,976
-2% -$283K 0.58% 53
2025
Q2 		$13.5M Buy
184,111
+1,478
+0.8% +$106K 0.6% 51
2025
Q1 		$13M Buy
182,633
+3,219
+2% +$197K 0.62% 47
2024
Q4 		$10.5M Buy
179,414
+3,410
+2% +$204K 0.49% 67
2024
Q3 		$9.98M Buy
176,004
+5,301
+3% +$298K 0.46% 75
2024
Q2 		$8.94M Buy
170,703
+19,954
+13% +$1.07M 0.45% 76
2024
Q1 		$8.89M Buy
150,749
+14,114
+10% +$763K 0.44% 75
2023
Q4 		$6.44M Buy
136,635
+19,884
+17% +$906K 0.35% 107
2023
Q3 		$4.97M Buy
116,751
+1,530
+1% +$63.4K 0.3% 116
2023
Q2 		$4.91M Buy
115,221
+1,923
+2% +$75.6K 0.29% 122
2023
Q1 		$4.7M Sell
113,298
-1,674
-1% -$74.9K 0.3% 121
2022
Q4 		$5.56M Buy
114,972
+4,273
+4% +$206K 0.38% 105
2022
Q3 		$4.77M Sell
110,699
-1,675
-1% -$72.7K 0.37% 101
2022
Q2 		$5.11M Sell
112,374
-635
-0.6% -$28.9K 0.38% 99
2022
Q1 		$5.02M Buy
113,009
+135
+0.1% +$5.38K 0.33% 111
2021
Q4 		$4.13M Buy
112,874
+1,416
+1% +$50.2K 0.29% 119
2021
Q3 		$3.63M Buy
111,458
+2,142
+2% +$70.6K 0.29% 123
2021
Q2 		$3.62M Buy
109,316
+362
+0.3% +$12.5K 0.29% 123
2021
Q1 		$3.65M Sell
108,954
-1,436
-1% -$44.3K 0.32% 116
2020
Q4 		$3.26M Buy
110,390
+4,485
+4% +$129K 0.31% 118
2020
Q3 		$2.88M Sell
105,905
-1,301
-1% -$35.7K 0.33% 112
2020
Q2 		$2.73M Buy
107,206
+5,607
+6% +$138K 0.34% 104
2020
Q1 		$2.36M Buy
101,599
+2,315
+2% +$69K 0.35% 95
2019
Q4 		$3.05M Sell
99,284
-731
-0.7% -$22.6K 0.33% 95
2019
Q3 		$3.21M Sell
100,015
-8,795
-8% -$275K 0.4% 80
2019
Q2 		$3.19M Sell
108,810
-1,053
-1% -$28.8K 0.39% 88
2019
Q1 		$2.76M Buy
109,863
+1,063
+1% +$25.1K 0.36% 96
2018
Q4 		$2.38M Buy
108,800
+9,808
+10% +$220K 0.36% 94
2018
Q3 		$2.34M Sell
98,992
-1,151
-1% -$26.1K 0.31% 103
2018
Q2 		$2.15M Buy
100,143
+81
+0.1% +$1.8K 0.3% 104
2018
Q1 		$2.15M Sell
100,062
-3,598
-3% -$75.1K 0.31% 103
2017
Q4 		$2.2M Buy
103,660
+3,136
+3% +$64.1K 0.31% 103
2017
Q3 		$1.99M Buy
100,524
+1,525
+2% +$30.5K 0.3% 106
2017
Q2 		$2.03M Buy
98,999
+1,924
+2% +$38.9K 0.32% 99
2017
Q1 		$2.03M Hold
97,075
– – 0.35% 92
2016
Q4 		$1.91M Buy
97,075
+5,272
+6% +$94.7K 0.36% 87
2016
Q3 		$1.57M Buy
91,803
+2,838
+3% +$49.1K 0.32% 97
2016
Q2 		$1.58M Buy
88,965
+3,230
+4% +$53.7K 0.34% 89
2016
Q1 		$1.43M Buy
85,735
+1,485
+2% +$22.8K 0.32% 89
2015
Q4 		$1.37M Buy
84,250
+3,884
+5% +$63.4K 0.33% 85
2015
Q3 		$1.29M Buy
80,366
+2,650
+3% +$43.4K 0.33% 85
2015
Q2 		$1.3M Buy
77,716
+6,662
+9% +$99.3K 0.32% 87
2015
Q1 		$1.06M Buy
71,054
+2,835
+4% +$42.1K 0.28% 101
2014
Q4 		$1.04M Buy
68,219
+587
+0.9% +$8.83K 0.29% 96
2014
Q3 		$958K Sell
67,632
-351
-0.5% -$4.87K 0.28% 99
2014
Q2 		$933K Buy
67,983
+85
+0.1% +$1.1K 0.28% 100
2014
Q1 		$837K Hold
67,898
– – 0.27% 101
2013
Q4 		$873K Buy
67,898
+803
+1% +$10.3K 0.29% 96
2013
Q3 		$852K Buy
67,095
+4,279
+7% +$53.7K 0.31% 85
2013
Q2 		$760K Buy
+62,816
New +$791K 0.3% 79

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

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

GHP Investment Advisors increased its W.R. Berkley (WRB) stake by 0.42% in Q2 2026, buying an estimated $49.9K and bringing the position to 179,803 shares worth $12.7M. The position accounts for 0.47% of the portfolio, ranked #76.

GHP Investment Advisors first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.8M in Q3 2025. 354 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • GHP Investment Advisors held 179,803 shares of W.R. Berkley worth $12.7M as of Q2 2026.
  • GHP Investment Advisors bought 745 W.R. Berkley shares in Q2 2026, an estimated $49.9K.
  • W.R. Berkley made up 0.47% of GHP Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • GHP Investment Advisors first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's W.R. Berkley position peaked at $13.8M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.