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

Meeder 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 Q1	$279K	Sell	4,217 -1,144	-21%	-$78.8K	0.01%	539
2025 Q4	$376K	Buy	5,361 +269	+5%	+$19.8K	0.02%	452
2025 Q3	$390K	Buy	5,092 +476	+10%	+$33.9K	0.02%	435
2025 Q2	$339K	Buy	4,616 +609	+15%	+$43.6K	0.02%	457
2025 Q1	$285K	Buy	4,007 +401	+11%	+$24.6K	0.02%	466
2024 Q4	$211K	Sell	3,606 -213	-6%	-$12.8K	0.01%	529
2024 Q3	$217K	Buy	+3,819	New	+$214K	0.01%	513
2024 Q2	–	Sell	-3,402	Closed	-$201K	–	521
2024 Q1	$201K	Buy	+3,402	New	+$184K	0.02%	434

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Meeder Advisory Services's WRB Position: Q1 2026 in Review

Meeder Advisory Services reduced its W.R. Berkley (WRB) stake by 21% in Q1 2026, selling an estimated $78.8K and leaving 4,217 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #539.

Meeder Advisory Services first reported a position in WRB in Q1 2024 and has held it in 8 quarters since. The position peaked at $390K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Meeder Advisory Services held 4,217 shares of W.R. Berkley worth $279K as of Q1 2026.
Meeder Advisory Services sold 1,144 W.R. Berkley shares in Q1 2026, an estimated $78.8K.
W.R. Berkley made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #539 holding.
Meeder Advisory Services first reported a position in W.R. Berkley in Q1 2024 and has held it in 8 quarters since.
Meeder Advisory Services's W.R. Berkley position peaked at $390K in Q3 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.