GLA
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Great Lakes Advisors’s W.R. Berkley WRB Stock Holding History

Great Lakes 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 		– Sell
-15,105
Closed -$1M – 879
2026
Q1 		$1M Buy
15,105
+629
+4% +$43.3K 0.01% 512
2025
Q4 		$1.02M Buy
14,476
+434
+3% +$32K 0.01% 520
2025
Q3 		$1.08M Sell
14,042
-116
-0.8% -$8.26K 0.01% 520
2025
Q2 		$1.04M Hold
14,158
– – 0.01% 512
2025
Q1 		$1.01M Sell
14,158
-5,513
-28% -$338K 0.01% 508
2024
Q4 		$1.15M Buy
19,671
+78
+0.4% +$4.67K 0.01% 562
2024
Q3 		$1.11M Buy
19,593
+562
+3% +$31.6K 0.01% 570
2024
Q2 		$997K Buy
+19,031
New +$1.02M 0.01% 576
2022
Q4 		– Sell
-4,901
Closed -$211K – 682
2022
Q3 		$211K Sell
4,901
-231,304
-98% -$10M ﹤0.01% 601
2022
Q2 		$10.7M Sell
236,205
-135,468
-36% -$6.16M 0.21% 125
2022
Q1 		$16.5M Buy
371,673
+270,166
+266% +$10.8M 0.27% 102
2021
Q4 		$3.72M Sell
101,507
-6,844
-6% -$243K 0.06% 302
2021
Q3 		$3.52M Buy
108,351
+2,853
+3% +$94.1K 0.05% 307
2021
Q2 		$3.49M Buy
105,498
+3,166
+3% +$110K 0.05% 318
2021
Q1 		$3.43M Buy
+102,332
New +$3.16M 0.06% 311
2020
Q3 		– Sell
-13,916
Closed -$354K – 629
2020
Q2 		$354K Buy
+13,916
New +$341K 0.01% 472
2020
Q1 		– Sell
-11,853
Closed -$364K – 594
2019
Q4 		$364K Buy
+11,853
New +$366K 0.01% 474

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

Great Lakes Advisors's WRB Position: Q2 2026 in Review

Great Lakes Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 15,105 shares — an estimated $1M sold.

Great Lakes Advisors first reported a position in WRB in Q4 2019 and held it in 17 quarters. The position peaked at $16.5M in Q1 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Great Lakes Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 15,105 W.R. Berkley shares in Q2 2026, an estimated $1M.
  • Great Lakes Advisors first reported a position in W.R. Berkley in Q4 2019 and held it in 17 quarters.
  • Great Lakes Advisors's W.R. Berkley position peaked at $16.5M in Q1 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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