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HighPoint Advisor Group’s W.R. Berkley WRB Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-3,926
Closed -$275K – 1044
2025
Q4 		$275K Buy
3,926
+10
+0.3% +$737 0.01% 885
2025
Q3 		$300K Sell
3,916
-782
-17% -$55.7K 0.01% 536
2025
Q2 		$345K Sell
4,698
-585
-11% -$41.9K 0.02% 473
2025
Q1 		$377K Buy
5,283
+316
+6% +$19.4K 0.02% 427
2024
Q4 		$304K Buy
4,967
+532
+12% +$31.9K 0.02% 504
2024
Q3 		$255K Sell
4,435
-2,380
-35% -$134K 0.01% 545
2024
Q2 		$252K Buy
6,815
+2,447
+56% +$131K 0.02% 530
2024
Q1 		$229K Buy
4,368
+90
+2% +$4.87K 0.02% 558
2023
Q4 		$247K Buy
+4,278
New +$195K 0.02% 525
2022
Q2 		$843K Buy
+18,609
New +$846K 0.09% 177

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HighPoint Advisor Group's WRB Position: Q1 2026 in Review

HighPoint Advisor Group sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 3,926 shares — an estimated $275K sold.

HighPoint Advisor Group first reported a position in WRB in Q2 2022 and held it in 10 quarters. The position peaked at $843K in Q2 2022. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • HighPoint Advisor Group reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,926 W.R. Berkley shares in Q1 2026, an estimated $275K.
  • HighPoint Advisor Group first reported a position in W.R. Berkley in Q2 2022 and held it in 10 quarters.
  • HighPoint Advisor Group's W.R. Berkley position peaked at $843K in Q2 2022.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.