Mercer Global Advisors
WRB icon

Mercer Global Advisors’s W.R. Berkley WRB Stock Holding History

Mercer Global 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 		$16.2M Buy
229,800
+33,730
+17% +$2.26M 0.02% 426
2026
Q1 		$13M Buy
196,070
+3,204
+2% +$221K 0.02% 431
2025
Q4 		$13.5M Buy
192,866
+3,134
+2% +$231K 0.02% 412
2025
Q3 		$14.5M Buy
189,732
+19,781
+12% +$1.41M 0.02% 385
2025
Q2 		$12.5M Buy
169,951
+33,467
+25% +$2.4M 0.03% 336
2025
Q1 		$9.71M Buy
136,484
+12,890
+10% +$790K 0.02% 370
2024
Q4 		$7.23M Buy
+123,594
New +$7.4M 0.02% 438
2024
Q1 		– Sell
-117,543
Closed -$5.54M – 2157
2023
Q4 		$5.54M Buy
117,543
+9,676
+9% +$441K 0.02% 436
2023
Q3 		$4.57M Buy
107,867
+9,830
+10% +$407K 0.02% 461
2023
Q2 		$3.89M Buy
98,037
+1,120
+1% +$44K 0.02% 518
2023
Q1 		$4.02M Sell
96,917
-6,384
-6% -$286K 0.02% 480
2022
Q4 		$5M Buy
103,301
+9,614
+10% +$464K 0.03% 429
2022
Q3 		$4.03M Buy
93,687
+56,377
+151% +$2.45M 0.02% 437
2022
Q2 		$1.7M Buy
37,310
+5,789
+18% +$263K 0.01% 658
2022
Q1 		$1.4M Buy
31,521
+19,324
+158% +$771K 0.01% 764
2021
Q4 		$447K Buy
12,197
+2,799
+30% +$99.2K ﹤0.01% 1262
2021
Q3 		$306K Buy
9,398
+1,246
+15% +$41.1K ﹤0.01% 1421
2021
Q2 		$270K Buy
+8,152
New +$282K ﹤0.01% 1430

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

Mercer Global Advisors's WRB Position: Q2 2026 in Review

Mercer Global Advisors increased its W.R. Berkley (WRB) stake by 17% in Q2 2026, buying an estimated $2.26M and bringing the position to 229,800 shares worth $16.2M. The position accounts for 0.02% of the portfolio, ranked #426.

Mercer Global Advisors first reported a position in WRB in Q2 2021 and has held it in 18 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mercer Global Advisors held 229,800 shares of W.R. Berkley worth $16.2M as of Q2 2026.
  • Mercer Global Advisors bought 33,730 W.R. Berkley shares in Q2 2026, an estimated $2.26M.
  • W.R. Berkley made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #426 holding.
  • Mercer Global Advisors first reported a position in W.R. Berkley in Q2 2021 and has held it in 18 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.