Lido Advisors
WRB icon

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

Lido 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 		$2.13M Buy
30,007
+963
+3% +$64.5K 0.01% 779
2026
Q1 		$1.93M Buy
29,044
+231
+0.8% +$15.9K 0.01% 718
2025
Q4 		$2.14M Buy
28,813
+10,020
+53% +$738K 0.01% 700
2025
Q3 		$1.44M Buy
18,793
+1,979
+12% +$141K ﹤0.01% 794
2025
Q2 		$1.24M Buy
16,814
+6,990
+71% +$501K ﹤0.01% 755
2025
Q1 		$699K Sell
9,824
-1,126
-10% -$69K ﹤0.01% 909
2024
Q4 		$641K Buy
10,950
+1,176
+12% +$70.4K ﹤0.01% 924
2024
Q3 		$554K Sell
9,774
-71
-0.7% -$3.99K ﹤0.01% 923
2024
Q2 		$516K Sell
9,845
-11,266
-53% -$603K ﹤0.01% 917
2024
Q1 		$1.24M Sell
21,111
-8,330
-28% -$451K 0.01% 570
2023
Q4 		$1.39M Sell
29,441
-7,285
-20% -$332K 0.01% 510
2023
Q3 		$1.55M Sell
36,726
-14,673
-29% -$608K 0.01% 433
2023
Q2 		$2.04M Sell
51,399
-2,781
-5% -$109K 0.01% 370
2023
Q1 		$2.25M Buy
54,180
+11,848
+28% +$530K 0.02% 327
2022
Q4 		$2.05M Buy
42,332
+8,259
+24% +$398K 0.03% 293
2022
Q3 		$1.47M Buy
34,073
+19,664
+136% +$854K 0.02% 300
2022
Q2 		$655K Buy
+14,409
New +$655K 0.01% 453

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

Lido Advisors's WRB Position: Q2 2026 in Review

Lido Advisors increased its W.R. Berkley (WRB) stake by 3.3% in Q2 2026, buying an estimated $64.5K and bringing the position to 30,007 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #779.

Lido Advisors first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.25M in Q1 2023. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Lido Advisors held 30,007 shares of W.R. Berkley worth $2.13M as of Q2 2026.
  • Lido Advisors bought 963 W.R. Berkley shares in Q2 2026, an estimated $64.5K.
  • W.R. Berkley made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #779 holding.
  • Lido Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
  • Lido Advisors's W.R. Berkley position peaked at $2.25M in Q1 2023.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.