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

Inspire 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 		$1.17M Sell
16,620
-270
-2% -$18.1K 0.08% 201
2026
Q1 		$1.12M Buy
16,890
+2,526
+18% +$174K 0.09% 178
2025
Q4 		$1.01M Buy
14,364
+144
+1% +$10.6K 0.09% 159
2025
Q3 		$1.09M Buy
14,220
+479
+3% +$34.1K 0.1% 154
2025
Q2 		$1.01M Sell
13,741
-978
-7% -$70.1K 0.1% 142
2025
Q1 		$1.05M Buy
+14,719
New +$902K 0.12% 111

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

Inspire Advisors's WRB Position: Q2 2026 in Review

Inspire Advisors reduced its W.R. Berkley (WRB) stake by 1.6% in Q2 2026, selling an estimated $18.1K and leaving 16,620 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #201.

Inspire Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Inspire Advisors held 16,620 shares of W.R. Berkley worth $1.17M as of Q2 2026.
  • Inspire Advisors sold 270 W.R. Berkley shares in Q2 2026, an estimated $18.1K.
  • W.R. Berkley made up 0.08% of Inspire Advisors's portfolio in Q2 2026, its #201 holding.
  • Inspire Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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