KAS
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Kestra Advisory Services’s W.R. Berkley WRB Stock Holding History

Kestra Advisory Services’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 		$4.47M Sell
63,404
-4,349
-6% -$291K 0.01% 903
2026
Q1 		$4.49M Sell
67,753
-681
-1% -$46.9K 0.02% 854
2025
Q4 		$4.8M Buy
68,434
+13,735
+25% +$1.01M 0.02% 762
2025
Q3 		$4.19M Buy
54,699
+37,709
+222% +$2.68M 0.02% 782
2025
Q2 		$1.25M Sell
16,990
-1,252
-7% -$89.7K 0.01% 1345
2025
Q1 		$1.3M Buy
18,242
+2,041
+13% +$125K 0.01% 1234
2024
Q4 		$948K Buy
16,201
+1,652
+11% +$98.9K 0.01% 1453
2024
Q3 		$825K Buy
14,549
+527
+4% +$29.6K ﹤0.01% 1438
2024
Q2 		$735K Sell
14,022
-6,048
-30% -$324K ﹤0.01% 1511
2024
Q1 		$1.18M Buy
20,070
+3,826
+24% +$207K 0.01% 1143
2023
Q4 		$766K Buy
16,244
+6,047
+59% +$276K 0.01% 1262
2023
Q3 		$432K Buy
10,197
+1,350
+15% +$55.9K ﹤0.01% 1452
2023
Q2 		$351K Sell
8,847
-1,344
-13% -$52.8K ﹤0.01% 1506
2023
Q1 		$423K Sell
10,191
-14,021
-58% -$627K ﹤0.01% 1365
2022
Q4 		$1.17M Buy
24,212
+4,982
+26% +$240K 0.01% 987
2022
Q3 		$828K Buy
19,230
+7,180
+60% +$312K 0.01% 1054
2022
Q2 		$548K Sell
12,050
-4,770
-28% -$217K 0.01% 1286
2022
Q1 		$747K Buy
16,820
+7,730
+85% +$308K 0.01% 1083
2021
Q4 		$333K Sell
9,090
-749
-8% -$26.6K ﹤0.01% 1543
2021
Q3 		$320K Sell
9,839
-642
-6% -$21.2K ﹤0.01% 1629
2021
Q2 		$347K Sell
10,481
-2,223
-17% -$77K ﹤0.01% 1482
2021
Q1 		$425K Buy
12,704
+5,695
+81% +$176K 0.01% 1269
2020
Q4 		$206K Buy
+7,009
New +$202K ﹤0.01% 1708

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

Kestra Advisory Services's WRB Position: Q2 2026 in Review

Kestra Advisory Services reduced its W.R. Berkley (WRB) stake by 6.4% in Q2 2026, selling an estimated $291K and leaving 63,404 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #903.

Kestra Advisory Services first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.8M in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Kestra Advisory Services held 63,404 shares of W.R. Berkley worth $4.47M as of Q2 2026.
  • Kestra Advisory Services sold 4,349 W.R. Berkley shares in Q2 2026, an estimated $291K.
  • W.R. Berkley made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #903 holding.
  • Kestra Advisory Services first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's W.R. Berkley position peaked at $4.8M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.