Heritage Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Heritage Wealth 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	$202K	Hold	2,863	–	–	0.01%	222
2026 Q1	$190K	Hold	2,863	–	–	0.01%	205
2025 Q4	$201K	Hold	2,863	–	–	0.01%	216
2025 Q3	$219K	Hold	2,863	–	–	0.01%	199
2025 Q2	$210K	Hold	2,863	–	–	0.01%	203
2025 Q1	$204K	Hold	2,863	–	–	0.01%	197
2024 Q4	$168K	Hold	2,863	–	–	0.01%	217
2024 Q3	$162K	Sell	2,863 -1	-0%	-$56	0.01%	229
2024 Q2	$150K	Hold	2,864	–	–	0.01%	228
2024 Q1	$169K	Hold	2,864	–	–	0.01%	227
2023 Q4	$135K	Hold	2,864	–	–	0.01%	243
2023 Q3	$121K	Hold	2,864	–	–	0.01%	239
2023 Q2	$114K	Hold	2,864	–	–	0.01%	247
2023 Q1	$119K	Hold	2,864	–	–	0.01%	243
2022 Q4	$139K	Hold	2,864	–	–	0.01%	239
2022 Q3	$123K	Hold	2,864	–	–	0.01%	239
2022 Q2	$130K	Hold	2,864	–	–	0.01%	236
2022 Q1	$127K	Hold	2,864	–	–	0.01%	231
2021 Q4	$105K	Hold	2,864	–	–	0.01%	262
2021 Q3	$93.2K	Hold	2,864	–	–	0.01%	260
2021 Q2	$94.7K	Hold	2,864	–	–	0.01%	261
2021 Q1	$95.9K	Hold	2,864	–	–	0.01%	270
2020 Q4	$85K	Hold	2,864	–	–	0.01%	273
2020 Q3	$77.8K	Hold	2,864	–	–	0.01%	231
2020 Q2	$72.9K	Hold	2,864	–	–	0.01%	231
2020 Q1	$66.4K	Hold	2,864	–	–	0.01%	232
2019 Q4	$88K	Hold	2,864	–	–	0.01%	239
2019 Q3	$91K	Hold	2,864	–	–	0.01%	220
2019 Q2	$83.9K	Sell	2,864 -1	-0%	-$27	0.01%	211
2019 Q1	$71.9K	Hold	2,865	–	–	0.01%	201
2018 Q4	$62K	Hold	2,865	–	–	0.01%	184
2018 Q3	$67K	Buy	+2,865	New	+$65K	0.01%	176

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

Heritage Wealth Advisors's WRB Position: Q2 2026 in Review

Heritage Wealth Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 2,863 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #222.

Heritage Wealth Advisors first reported a position in WRB in Q3 2018 and has held it in 32 quarters since. The position peaked at $219K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Heritage Wealth Advisors held 2,863 shares of W.R. Berkley worth $202K as of Q2 2026.
Heritage Wealth Advisors left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Heritage Wealth Advisors first reported a position in W.R. Berkley in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's W.R. Berkley position peaked at $219K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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