LPL Financial’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.3M | Sell |
231,781
-12,729
| -5% | -$853K | ﹤0.01% | 1723 |
|
|
2026
Q1 | $16.2M | Sell |
244,510
-53,899
| -18% | -$3.71M | ﹤0.01% | 1618 |
|
|
2025
Q4 | $20.9M | Buy |
298,409
+43,129
| +17% | +$3.18M | 0.01% | 1380 |
|
|
2025
Q3 | $19.6M | Sell |
255,280
-75,731
| -23% | -$5.39M | 0.01% | 1382 |
|
|
2025
Q2 | $24.3M | Sell |
331,011
-20,877
| -6% | -$1.5M | 0.01% | 1126 |
|
|
2025
Q1 | $25M | Buy |
351,888
+16,339
| +5% | +$1M | 0.01% | 1020 |
|
|
2024
Q4 | $19.6M | Buy |
335,549
+9,349
| +3% | +$560K | 0.01% | 1100 |
|
|
2024
Q3 | $18.5M | Buy |
326,200
+32,797
| +11% | +$1.84M | 0.01% | 1084 |
|
|
2024
Q2 | $15.4M | Buy |
293,403
+6,927
| +2% | +$371K | 0.01% | 1096 |
|
|
2024
Q1 | $16.9M | Buy |
286,476
+88,951
| +45% | +$4.81M | 0.01% | 1020 |
|
|
2023
Q4 | $9.31M | Buy |
197,525
+34,448
| +21% | +$1.57M | 0.01% | 1301 |
|
|
2023
Q3 | $6.9M | Buy |
163,077
+59,341
| +57% | +$2.46M | ﹤0.01% | 1398 |
|
|
2023
Q2 | $4.12M | Buy |
103,736
+3,779
| +4% | +$149K | ﹤0.01% | 1695 |
|
|
2023
Q1 | $4.15M | Sell |
99,957
-73,791
| -42% | -$3.3M | ﹤0.01% | 1630 |
|
|
2022
Q4 | $8.41M | Buy |
173,748
+20,064
| +13% | +$968K | 0.01% | 1133 |
|
|
2022
Q3 | $6.62M | Buy |
153,684
+41,755
| +37% | +$1.81M | 0.01% | 1188 |
|
|
2022
Q2 | $5.09M | Buy |
111,929
+9,243
| +9% | +$420K | ﹤0.01% | 1386 |
|
|
2022
Q1 | $4.56M | Buy |
102,686
+4,539
| +5% | +$181K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $3.59M | Buy |
98,147
+36,978
| +60% | +$1.31M | ﹤0.01% | 1670 |
|
|
2021
Q3 | $1.99M | Buy |
61,169
+13,194
| +28% | +$435K | ﹤0.01% | 2053 |
|
|
2021
Q2 | $1.59M | Sell |
47,975
-6,111
| -11% | -$212K | ﹤0.01% | 2164 |
|
|
2021
Q1 | $1.81M | Buy |
54,086
+682
| +1% | +$21K | ﹤0.01% | 1917 |
|
|
2020
Q4 | $1.58M | Sell |
53,404
-2,830
| -5% | -$81.6K | ﹤0.01% | 1846 |
|
|
2020
Q3 | $1.53M | Buy |
56,234
+30,755
| +121% | +$843K | ﹤0.01% | 1617 |
|
|
2020
Q2 | $649K | Buy |
25,479
+713
| +3% | +$17.5K | ﹤0.01% | 2163 |
|
|
2020
Q1 | $574K | Sell |
24,766
-7,636
| -24% | -$227K | ﹤0.01% | 2017 |
|
|
2019
Q4 | $995K | Buy |
32,402
+5,634
| +21% | +$174K | ﹤0.01% | 1842 |
|
|
2019
Q3 | $859K | Buy |
26,768
+7,866
| +42% | +$246K | ﹤0.01% | 1845 |
|
|
2019
Q2 | $554K | Buy |
18,902
+1,254
| +7% | +$34.3K | ﹤0.01% | 2206 |
|
|
2019
Q1 | $443K | Sell |
17,648
-2,092
| -11% | -$49.3K | ﹤0.01% | 2323 |
|
|
2018
Q4 | $432K | Buy |
19,740
+1,181
| +6% | +$26.5K | ﹤0.01% | 2157 |
|
|
2018
Q3 | $440K | Buy |
18,559
+698
| +4% | +$15.8K | ﹤0.01% | 2345 |
|
|
2018
Q2 | $383K | Buy |
17,861
+3,568
| +25% | +$79.3K | ﹤0.01% | 2425 |
|
|
2018
Q1 | $308K | Buy |
+14,293
| New | +$298K | ﹤0.01% | 2583 |
|
|
2017
Q3 | – | Sell |
-10,611
| Closed | -$217K | – | 2945 |
|
|
2017
Q2 | $217K | Buy |
+10,611
| New | +$215K | ﹤0.01% | 2527 |
|
|
2016
Q2 | – | Sell |
-14,529
| Closed | -$240K | – | 3003 |
|
|
2016
Q1 | $240K | Sell |
14,529
-12,640
| -47% | -$194K | ﹤0.01% | 2672 |
|
|
2015
Q4 | $433K | Buy |
27,169
+11,610
| +75% | +$190K | ﹤0.01% | 2287 |
|
|
2015
Q3 | $250K | Sell |
15,559
-2,261
| -13% | -$37K | ﹤0.01% | 2347 |
|
|
2015
Q2 | $291K | Sell |
17,820
-3,426
| -16% | -$51.1K | ﹤0.01% | 2328 |
|
|
2015
Q1 | $316K | Sell |
21,246
-276
| -1% | -$4.1K | ﹤0.01% | 2206 |
|
|
2014
Q4 | $327K | Buy |
21,522
+769
| +4% | +$11.6K | ﹤0.01% | 2078 |
|
|
2014
Q3 | $294K | Buy |
20,753
+1,296
| +7% | +$18K | ﹤0.01% | 2189 |
|
|
2014
Q2 | $267K | Buy |
19,457
+1,094
| +6% | +$14.2K | ﹤0.01% | 2293 |
|
|
2014
Q1 | $226K | Buy |
+18,363
| New | +$222K | ﹤0.01% | 2343 |
|
Other funds holding WRB
MSI
LPL Financial's WRB Position: Q2 2026 in Review
LPL Financial reduced its W.R. Berkley (WRB) stake by 5.2% in Q2 2026, selling an estimated $853K and leaving 231,781 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.
LPL Financial first reported a position in WRB in Q1 2014 and has held it in 44 quarters since. The position peaked at $25M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- LPL Financial held 231,781 shares of W.R. Berkley worth $16.3M as of Q2 2026.
- LPL Financial sold 12,729 W.R. Berkley shares in Q2 2026, an estimated $853K.
- W.R. Berkley made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1723 holding.
- LPL Financial first reported a position in W.R. Berkley in Q1 2014 and has held it in 44 quarters since.
- LPL Financial's W.R. Berkley position peaked at $25M in Q1 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.