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

Legacy 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 		$273K Buy
3,866
+707
+22% +$47.4K 0.12% 109
2026
Q1 		$209K Sell
3,159
-209
-6% -$14.4K 0.11% 106
2025
Q4 		$236K Buy
+3,368
New +$248K 0.16% 71

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 $3.38T AUM 44.17% 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

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

Legacy Wealth Advisors increased its W.R. Berkley (WRB) stake by 22% in Q2 2026, buying an estimated $47.4K and bringing the position to 3,866 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #109.

Legacy Wealth Advisors first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Legacy Wealth Advisors held 3,866 shares of W.R. Berkley worth $273K as of Q2 2026.
  • Legacy Wealth Advisors bought 707 W.R. Berkley shares in Q2 2026, an estimated $47.4K.
  • W.R. Berkley made up 0.12% of Legacy Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Legacy Wealth Advisors first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.