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Glen Eagle Advisors’s W.R. Berkley WRB Stock Holding History

Glen Eagle 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 		$3.3K Hold
47
– – ﹤0.01% 833
2026
Q1 		$3.1K Hold
47
– – ﹤0.01% 803
2025
Q4 		$3.28K Buy
47
+1
+2% +$74 ﹤0.01% 830
2025
Q3 		$3.53K Buy
+46
New +$3.27K ﹤0.01% 829

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

Glen Eagle Advisors's WRB Position: Q2 2026 in Review

Glen Eagle Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 47 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Glen Eagle Advisors first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.53K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Glen Eagle Advisors held 47 shares of W.R. Berkley worth $3.3K as of Q2 2026.
  • Glen Eagle Advisors left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #833 holding.
  • Glen Eagle Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Glen Eagle Advisors's W.R. Berkley position peaked at $3.53K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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