MCA
WRB icon

McGuire Capital Advisors’s W.R. Berkley WRB Stock Holding History

McGuire Capital 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 		$87.8K Sell
1,244
-12
-1% -$804 0.05% 153
2026
Q1 		$83.3K Hold
1,256
– – 0.05% 146
2025
Q4 		$88.1K Buy
+1,256
New +$92.6K 0.06% 145

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

McGuire Capital Advisors's WRB Position: Q2 2026 in Review

McGuire Capital Advisors reduced its W.R. Berkley (WRB) stake by 0.96% in Q2 2026, selling an estimated $804 and leaving 1,244 shares worth $87.8K. The position accounts for 0.05% of the portfolio, ranked #153.

McGuire Capital Advisors first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.1K in Q4 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • McGuire Capital Advisors held 1,244 shares of W.R. Berkley worth $87.8K as of Q2 2026.
  • McGuire Capital Advisors sold 12 W.R. Berkley shares in Q2 2026, an estimated $804.
  • W.R. Berkley made up 0.05% of McGuire Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • McGuire Capital Advisors first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's W.R. Berkley position peaked at $88.1K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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