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 Q2	$340K	Buy	4,818 +601	+14%	+$40.3K	0.01%	519
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 $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Meeder Advisory Services's WRB Position: Q2 2026 in Review

Meeder Advisory Services increased its W.R. Berkley (WRB) stake by 14% in Q2 2026, buying an estimated $40.3K and bringing the position to 4,818 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #519.

Meeder Advisory Services first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $390K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Meeder Advisory Services held 4,818 shares of W.R. Berkley worth $340K as of Q2 2026.
Meeder Advisory Services bought 601 W.R. Berkley shares in Q2 2026, an estimated $40.3K.
W.R. Berkley made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #519 holding.
Meeder Advisory Services first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
Meeder Advisory Services's W.R. Berkley position peaked at $390K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.