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

LVW 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 		$659K Sell
9,348
-1,059
-10% -$71K 0.06% 184
2026
Q1 		$690K Sell
10,407
-1,290
-11% -$88.8K 0.07% 153
2025
Q4 		$820K Sell
11,697
-687
-6% -$50.6K 0.08% 115
2025
Q3 		$949K Sell
12,384
-1,876
-13% -$134K 0.1% 113
2025
Q2 		$1.05M Sell
14,260
-1,396
-9% -$100K 0.11% 103
2025
Q1 		$1.11M Sell
15,656
-919
-6% -$56.3K 0.13% 96
2024
Q4 		$970K Sell
16,575
-152
-0.9% -$9.1K 0.12% 114
2024
Q3 		$949K Buy
16,727
+1,631
+11% +$91.6K 0.12% 119
2024
Q2 		$791K Buy
15,096
+1,381
+10% +$74K 0.12% 116
2024
Q1 		$809K Sell
13,715
-492
-3% -$26.6K 0.14% 115
2023
Q4 		$670K Sell
14,207
-210
-1% -$9.57K 0.13% 121
2023
Q3 		$610K Sell
14,417
-1,183
-8% -$49K 0.13% 106
2023
Q2 		$619K Sell
15,600
-143
-0.9% -$5.62K 0.12% 116
2023
Q1 		$653K Sell
15,743
-4,918
-24% -$220K 0.13% 120
2022
Q4 		$1,000K Sell
20,661
-2,010
-9% -$96.9K 0.2% 86
2022
Q3 		$976K Sell
22,671
-731
-3% -$31.7K 0.22% 79
2022
Q2 		$1.06M Buy
23,402
+864
+4% +$39.3K 0.22% 81
2022
Q1 		$1M Sell
22,538
-1,452
-6% -$57.9K 0.17% 90
2021
Q4 		$878K Sell
23,990
-103
-0.4% -$3.65K 0.15% 103
2021
Q3 		$784K Buy
24,093
+367
+2% +$12.1K 0.14% 114
2021
Q2 		$785K Sell
23,726
-1,184
-5% -$41K 0.14% 110
2021
Q1 		$834K Buy
24,910
+7,981
+47% +$246K 0.16% 99
2020
Q4 		$500K Buy
16,929
+587
+4% +$16.9K 0.1% 117
2020
Q3 		$444K Buy
+16,342
New +$448K 0.1% 112

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

LVW Advisors's WRB Position: Q2 2026 in Review

LVW Advisors reduced its W.R. Berkley (WRB) stake by 10% in Q2 2026, selling an estimated $71K and leaving 9,348 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #184.

LVW Advisors first reported a position in WRB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • LVW Advisors held 9,348 shares of W.R. Berkley worth $659K as of Q2 2026.
  • LVW Advisors sold 1,059 W.R. Berkley shares in Q2 2026, an estimated $71K.
  • W.R. Berkley made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #184 holding.
  • LVW Advisors first reported a position in W.R. Berkley in Q3 2020 and has held it in 24 quarters since.
  • LVW Advisors's W.R. Berkley position peaked at $1.11M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.