Level Four Advisory Services’s W.R. Berkley WRB Stock Holding History

Level Four 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	$445K	Sell	6,314 -22	-0.3%	-$1.47K	0.01%	646
2026 Q1	$420K	Sell	6,336 -764	-11%	-$52.6K	0.01%	628
2025 Q4	$498K	Buy	7,100 +88	+1%	+$6.49K	0.02%	570
2025 Q3	$537K	Sell	7,012 -105	-1%	-$7.48K	0.02%	538
2025 Q2	$523K	Sell	7,117 -266	-4%	-$19.1K	0.02%	509
2025 Q1	$525K	Sell	7,383 -540	-7%	-$33.1K	0.02%	489
2024 Q4	$464K	Buy	7,923 +11	+0.1%	+$659	0.02%	514
2024 Q3	$452K	Buy	7,912 +4,091	+107%	+$230K	0.02%	533
2024 Q2	$200K	Buy	+3,821	New	+$205K	0.01%	707
2023 Q3	–	Sell	-5,639	Closed	-$224K	–	868
2023 Q2	$224K	Sell	5,639 -150	-3%	-$5.9K	0.01%	706
2023 Q1	$240K	Buy	5,789 +152	+3%	+$6.8K	0.02%	640
2022 Q4	$273K	Buy	+5,637	New	+$272K	0.02%	543

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Level Four Advisory Services's WRB Position: Q2 2026 in Review

Level Four Advisory Services reduced its W.R. Berkley (WRB) stake by 0.35% in Q2 2026, selling an estimated $1.47K and leaving 6,314 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #646.

Level Four Advisory Services first reported a position in WRB in Q4 2022 and has held it in 12 quarters since. The position peaked at $537K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Level Four Advisory Services held 6,314 shares of W.R. Berkley worth $445K as of Q2 2026.
Level Four Advisory Services sold 22 W.R. Berkley shares in Q2 2026, an estimated $1.47K.
W.R. Berkley made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #646 holding.
Level Four Advisory Services first reported a position in W.R. Berkley in Q4 2022 and has held it in 12 quarters since.
Level Four Advisory Services's W.R. Berkley position peaked at $537K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.