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

JFS 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 		$143K Buy
2,028
+14
+0.7% +$938 0.01% 380
2026
Q1 		$134K Sell
2,014
-28
-1% -$1.93K 0.01% 381
2025
Q4 		$143K Buy
2,042
+115
+6% +$8.47K 0.01% 354
2025
Q3 		$148K Sell
1,927
-1
-0.1% -$71 0.01% 358
2025
Q2 		$142K Buy
1,928
+13
+0.7% +$932 0.01% 330
2025
Q1 		$136K Buy
1,915
+4
+0.2% +$245 0.01% 336
2024
Q4 		$112K Buy
1,911
+16
+0.8% +$958 0.01% 350
2024
Q3 		$107K Buy
1,895
+15
+0.8% +$842 0.01% 355
2024
Q2 		$98.5K Buy
1,880
+12
+0.6% +$643 0.01% 309
2024
Q1 		$110K Buy
1,868
+2
+0.1% +$108 0.01% 305
2023
Q4 		$88K Buy
1,866
+30
+2% +$1.37K 0.01% 327
2023
Q3 		$77.7K Hold
1,836
– – 0.01% 310
2023
Q2 		$72.9K Sell
1,836
-24
-1% -$944 0.01% 321
2023
Q1 		$77.2K Sell
1,860
-62
-3% -$2.77K 0.01% 314
2022
Q4 		$93K Buy
1,922
+14
+0.7% +$675 0.01% 288
2022
Q3 		$82K Sell
1,908
-2
-0.1% -$87 0.01% 303
2022
Q2 		$87K Sell
1,910
-91
-5% -$4.14K 0.01% 300
2022
Q1 		$89K Buy
2,001
+34
+2% +$1.36K 0.01% 319
2021
Q4 		$72K Buy
1,967
+237
+14% +$8.4K 0.01% 363
2021
Q3 		$56K Buy
+1,730
New +$57K 0.01% 403

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

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

JFS Wealth Advisors increased its W.R. Berkley (WRB) stake by 0.7% in Q2 2026, buying an estimated $938 and bringing the position to 2,028 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #380.

JFS Wealth Advisors first reported a position in WRB in Q3 2021 and has held it in 20 quarters since. The position peaked at $148K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • JFS Wealth Advisors held 2,028 shares of W.R. Berkley worth $143K as of Q2 2026.
  • JFS Wealth Advisors bought 14 W.R. Berkley shares in Q2 2026, an estimated $938.
  • W.R. Berkley made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • JFS Wealth Advisors first reported a position in W.R. Berkley in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's W.R. Berkley position peaked at $148K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.