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Huntleigh Advisors’s W.R. Berkley WRB Stock Holding History

Huntleigh 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 		$381K Buy
5,405
+106
+2% +$7.1K 0.05% 226
2026
Q1 		$351K Buy
5,299
+913
+21% +$62.9K 0.06% 207
2025
Q4 		$308K Buy
4,386
+743
+20% +$54.8K 0.05% 210
2025
Q3 		$279K Sell
3,643
-465
-11% -$33.1K 0.05% 223
2025
Q2 		$302K Buy
4,108
+22
+0.5% +$1.58K 0.06% 205
2025
Q1 		$291K Buy
4,086
+440
+12% +$27K 0.05% 203
2024
Q4 		$213K Buy
+3,646
New +$218K 0.05% 235

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

Huntleigh Advisors's WRB Position: Q2 2026 in Review

Huntleigh Advisors increased its W.R. Berkley (WRB) stake by 2% in Q2 2026, buying an estimated $7.1K and bringing the position to 5,405 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #226.

Huntleigh Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Huntleigh Advisors held 5,405 shares of W.R. Berkley worth $381K as of Q2 2026.
  • Huntleigh Advisors bought 106 W.R. Berkley shares in Q2 2026, an estimated $7.1K.
  • W.R. Berkley made up 0.05% of Huntleigh Advisors's portfolio in Q2 2026, its #226 holding.
  • Huntleigh Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.