HighTower Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.54M | Buy |
64,439
+1,344
| +2% | +$90.1K | ﹤0.01% | 1303 |
|
|
2026
Q1 | $4.18M | Sell |
63,095
-62,640
| -50% | -$4.31M | ﹤0.01% | 1293 |
|
|
2025
Q4 | $8.82M | Buy |
125,735
+838
| +0.7% | +$61.8K | 0.01% | 913 |
|
|
2025
Q3 | $9.57M | Sell |
124,897
-1,975
| -2% | -$141K | 0.01% | 870 |
|
|
2025
Q2 | $9.32M | Buy |
126,872
+480
| +0.4% | +$34.4K | 0.01% | 829 |
|
|
2025
Q1 | $8.99M | Buy |
126,392
+2,170
| +2% | +$133K | 0.01% | 806 |
|
|
2024
Q4 | $7.27M | Sell |
124,222
-12,417
| -9% | -$744K | 0.01% | 890 |
|
|
2024
Q3 | $7.77M | Sell |
136,639
-1,744
| -1% | -$97.9K | 0.01% | 852 |
|
|
2024
Q2 | $7.27M | Buy |
138,383
+51,744
| +60% | +$2.77M | 0.01% | 841 |
|
|
2024
Q1 | $5.12M | Sell |
86,639
-4,410
| -5% | -$239K | 0.01% | 957 |
|
|
2023
Q4 | $4.29M | Buy |
91,049
+13,677
| +18% | +$623K | 0.01% | 1049 |
|
|
2023
Q3 | $3.28M | Buy |
77,372
+6,110
| +9% | +$253K | 0.01% | 1116 |
|
|
2023
Q2 | $2.82M | Sell |
71,262
-35,697
| -33% | -$1.4M | 0.01% | 1164 |
|
|
2023
Q1 | $4.43M | Sell |
106,959
-52,626
| -33% | -$2.35M | 0.01% | 916 |
|
|
2022
Q4 | $7.71M | Buy |
159,585
+81
| +0.1% | +$3.91K | 0.02% | 694 |
|
|
2022
Q3 | $6.86M | Buy |
159,504
+1,572
| +1% | +$68.2K | 0.02% | 681 |
|
|
2022
Q2 | $7.19M | Buy |
157,932
+56,181
| +55% | +$2.55M | 0.02% | 676 |
|
|
2022
Q1 | $4.51M | Buy |
101,751
+46,455
| +84% | +$1.85M | 0.01% | 943 |
|
|
2021
Q4 | $2.02M | Buy |
55,296
+3,397
| +7% | +$120K | ﹤0.01% | 1357 |
|
|
2021
Q3 | $1.69M | Buy |
51,899
+3,670
| +8% | +$121K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $1.59M | Buy |
48,229
+918
| +2% | +$31.8K | ﹤0.01% | 1364 |
|
|
2021
Q1 | $1.58M | Buy |
+47,311
| New | +$1.46M | 0.01% | 1265 |
|
|
2020
Q4 | – | Sell |
-46,834
| Closed | -$1.27M | – | 2940 |
|
|
2020
Q3 | $1.27M | Buy |
46,834
+581
| +1% | +$15.9K | 0.01% | 1092 |
|
|
2020
Q2 | $1.18M | Sell |
46,253
-9,723
| -17% | -$238K | 0.01% | 1035 |
|
|
2020
Q1 | $1.3M | Buy |
+55,976
| New | +$1.67M | 0.01% | 899 |
|
|
2019
Q4 | – | Sell |
-63,443
| Closed | -$2.04M | – | 2551 |
|
|
2019
Q3 | $2.04M | Sell |
63,443
-421
| -0.7% | -$13.2K | 0.01% | 884 |
|
|
2019
Q2 | $1.87M | Buy |
63,864
+2,226
| +4% | +$60.9K | 0.01% | 920 |
|
|
2019
Q1 | $1.55M | Buy |
61,638
+41,466
| +206% | +$977K | 0.01% | 957 |
|
|
2018
Q4 | $441K | Buy |
+20,172
| New | +$453K | ﹤0.01% | 1425 |
|
|
2018
Q1 | – | Sell |
-9,450
| Closed | -$202K | – | 2356 |
|
|
2017
Q4 | $202K | Sell |
9,450
-999
| -10% | -$20.4K | ﹤0.01% | 1923 |
|
|
2017
Q3 | $207K | Buy |
+10,449
| New | +$209K | ﹤0.01% | 1888 |
|
|
2016
Q2 | – | Sell |
-13,078
| Closed | -$218K | – | 2043 |
|
|
2016
Q1 | $218K | Buy |
13,078
+418
| +3% | +$6.43K | ﹤0.01% | 1771 |
|
|
2015
Q4 | $205K | Buy |
+12,660
| New | +$207K | ﹤0.01% | 1735 |
|
|
2015
Q1 | – | Sell |
-124,463
| Closed | -$1.89M | – | 1699 |
|
|
2014
Q4 | $1.89M | Buy |
+124,463
| New | +$1.87M | 0.03% | 604 |
|
Other funds holding WRB
MSI
HighTower Advisors's WRB Position: Q2 2026 in Review
HighTower Advisors increased its W.R. Berkley (WRB) stake by 2.1% in Q2 2026, buying an estimated $90.1K and bringing the position to 64,439 shares worth $4.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.
HighTower Advisors first reported a position in WRB in Q4 2014 and has held it in 34 quarters since. The position peaked at $9.57M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- HighTower Advisors held 64,439 shares of W.R. Berkley worth $4.54M as of Q2 2026.
- HighTower Advisors bought 1,344 W.R. Berkley shares in Q2 2026, an estimated $90.1K.
- W.R. Berkley made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1303 holding.
- HighTower Advisors first reported a position in W.R. Berkley in Q4 2014 and has held it in 34 quarters since.
- HighTower Advisors's W.R. Berkley position peaked at $9.57M in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.